《大行》汇丰研究升重汽(03808.HK)潍柴(02338.HK)目标价 补贴和低基数推动6月销售增长

阿斯达克财经
07 Jul

汇丰环球研究表示,6月重型卡车销售额因重型卡车补贴和低基数效应而按年增长32%。该行预计2025年下半年国内及出口销售分别增长8%及跌2%。
该行表示,尽管中国重汽(03808.HK) 5月及6月强劲销售反映短期反弹可能持续,但不足以获重评,仍维持“持有”评级,目标价由22元上调至26元。

鉴于潍柴动力(02338.HK) 多元化的增长驱动因素,维持“买入”评级,目标价由18元上调至18.7元。(ad/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-04 16:25。)

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