智通财经APP获悉，美银证券发布研报称，潍柴动力(02338)首季业绩逊预期，销售额同比增长2%至570亿元人民币，较该行预测低6%，受到KION重组影响，营运开支高于预期，占销售额比例为16.6%，较美银预测的14.7%高，拖累期内盈利表现逊色。美银将潍柴动力2025至2027年各年每股盈利预测下调6%、5%及5%，H股目标价从18港元降至17.5港元，重申“买入”评级，考虑到2025年预测股息回报率达到6%，认为估值具吸引力。该行对其潜在转型，即由内燃车引擎转至电动重卡零部件供应商感正面。
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