招银国际：上调潍柴动力(02338)H股目标价39% 维持“买入”评级

智通财经03-31

智通财经APP获悉，招银国际发布研报称，上调潍柴动力(02338)H股目标价39.3%，从21.9港元升至30.5港元，同时上调A股(000338.SZ)目标价，二者均维持“买入”评级。该行认为短期内的股价回档是买进良机。潍柴2025年净利意外下滑4%至109亿元人民币(下同)，比该行和机构共识预期低 12%。这意味着2025年第四季净利润同比减32%至20亿元。第四季利润下滑主要归因于毛利率同比...

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