该行对国内重型卡车市场恢复持谨慎看法,因宏观环境仍然严峻且货运价格低迷。大和发布研报称,预期中国重汽(03808)今年电动车的销售比例提高,及对俄罗斯的出口减少将成为持续压缩利润率的因素。该行调整今年每股盈利预测至2.37元人民币,并将目标价由24港元下调至21.7港元;重申“跑赢大市”评级。该行将中国重汽2025至2026年的收入预测上调9至11%,以反映2024财年的业绩以及集团重型卡车的...
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