智通财经APP获悉，大和发布研报称，上调中国重汽(03808)目标价至29.4港元，较早前21.7港元上调35%，维持“优于大市”评级。该行预期，随着美国进入减息周期，于明年，海外市场对中国制重型卡车的需求将保持强劲，另一方面相信国内市场以旧换新刺激政策持续，支持国内重型卡车需求。该行看好重汽在中国重型卡车市场的领先地位，并预期其全球市场份额将进一步提升。
大和上调公司2025至27年收入预测0%至1%，反映以旧换新补贴带动的国内重型卡车复苏强于预期。由于规模效应，该行亦上调公司2025至27年毛利率预测0.2至0.3个百分点。基于行业销量前景改善，目标市盈率由此前8.5倍上调至9.8倍，估值基准亦有所转移。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.