智通财经APP获悉，小摩发布研报称，潍柴动力(02338)自7月以来股价表现不佳，落后于主要指数和主要同业及其附属公司Kion。由于中国重型卡车市场大幅复苏，加上Kion重组阻力基本消除，对其第三季前景更有信心。目标价由22港元升至22.8港元，评级“增持”，认为目前估值极具吸引力。
随着中美关税问题重回市场焦点，相信公司已处于有利位置，可从重型卡车、工程机械发动机和AIDC发动机的进口替代机会中受惠，因为其主要竞争对手Cummins和Caterpillar面临关税和贸易限制的风险日增。
智通财经APP获悉，小摩发布研报称，潍柴动力(02338)自7月以来股价表现不佳，落后于主要指数和主要同业及其附属公司Kion。由于中国重型卡车市场大幅复苏，加上Kion重组阻力基本消除，对其第三季前景更有信心。目标价由22港元升至22.8港元，评级“增持”，认为目前估值极具吸引力。
随着中美关税问题重回市场焦点，相信公司已处于有利位置，可从重型卡车、工程机械发动机和AIDC发动机的进口替代机会中受惠，因为其主要竞争对手Cummins和Caterpillar面临关税和贸易限制的风险日增。
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