内容摘要1、潍柴动力的业务条线比较多，其中重卡条线有比较强的周期特性，以发动机为主的动力总成条线业务稳定，而收购的以凯傲为主的智慧物流，具有一定的成长性特性，另外公司在氢燃料电池领域又有较早期的布局，估值时要综合考虑不同业务条线的特点。2、从营收占比来看，智能物流和农业装备的收入占比48%，重卡整车及零部件已经下降至29%，另外在发动机业务中，重卡发动机销量占比41%，按照销量占比粗略等于营收占比...
Source Link内容摘要1、潍柴动力的业务条线比较多，其中重卡条线有比较强的周期特性，以发动机为主的动力总成条线业务稳定，而收购的以凯傲为主的智慧物流，具有一定的成长性特性，另外公司在氢燃料电池领域又有较早期的布局，估值时要综合考虑不同业务条线的特点。2、从营收占比来看，智能物流和农业装备的收入占比48%，重卡整车及零部件已经下降至29%，另外在发动机业务中，重卡发动机销量占比41%，按照销量占比粗略等于营收占比...
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