重庆机电反向路演组织得挺好,节奏比较慢,整体感觉很舒服。1、重庆康明斯量价齐升的逻辑继续成立2024年销售16700台发动机,今年肯定有所增长,但达不到满产23000台。在2024年的基础上,出货量每年增长10%左右,大概连续增长3年左右才能达到满产状态。业绩预测:2024年四个季度归母净利润分别是0.15/0.21/0.15/0.09亿美元。24Q2基数有点高,故25Q1利润增速50+%,而1-...
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