东北证券：首予潍柴动力(02338)“增持”评级电力能源业务前景广阔

智通财经03-04

智通财经APP获悉，东北证券发布研报称，首次覆盖，给予潍柴动力(02338)“增持”评级。该行预计公司2025-2027年营业收入为2310/2455/2602亿元，归母净利润为122/144/160亿元，对应PE为20/17/15倍。海外市场开拓成效显著，毛利率有望迈上新台阶，北美AIDC主供电紧缺，公司长期市场空间广阔。东北证券主要观点如下：营业收入稳步增长，盈利能力持续向好收入端，前三季度...

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东北证券：首予潍柴动力(02338)“增持”评级 电力能源业务前景广阔

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东北证券：首予潍柴动力(02338)“增持”评级电力能源业务前景广阔