招银国际研究报告指，潍柴动力(02338.HK) 上半年净利润按年下降4%至56亿元人民币(下同)，意味次季利润按年下滑11%，主要因分销费用高过预期，以及重组成本逐步确认所致。公司拟派发中期息0.358元，派息比率55%，与去年全年比率持平。
该行下调潍柴动力2025至2027年盈利预测1%至4%，但持续看好集团的成长前景，主要推动因素包括替代需求带动的重型卡车市场复苏、数据中心用发动机业务爆发性增长，以及凯傲集团(KION)重组成本已计提75至82%，盈利进入恢复阶段。
招银国际表示，将潍柴动力(02338.HK) 目标价由18港元升至19.5港元，对潍柴动力(000338.HK)目标价由18.7元升至19.9元人民币，维持“买入”评级。(ss/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-01 16:25。)
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