大行评级丨美银:上调潍柴动力目标价至47.5港元,维持“买入”评级

格隆汇
Sep 03
美银证券发表报告指,潍柴动力第二季收入同比升9%至606亿元,大致符合预期;纯利同比升57%至46.16亿元,若扣除出售长期股权投资的一次性收益约13亿元(包括出售Ballard部分持股所得约10亿元),估算其次季经调整纯利约33亿元,同比升13%。美银上调2026至2028年每股盈利预测11%至18%,以反映第二季业绩、更乐观的AIDC引擎预测及KION业绩,H股目标价由46.2港元上调至47.5港元,维持“买入”评级。

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