高盛：一举升中国重汽(03808)评级至“买入” 目标价大幅上调至51港元

智通财经网04-13

智通财经APP获悉，高盛发布研报称，将中国重汽(03808)投资评级由“沽售”上调至“买入”，目标价由21港元大幅上调至51港元，主要由于去年下半年业绩优于预期，纯利同比增长40%，反映重卡出口销售复苏胜预期，抵销利润率压力。该行表示，中国重汽在出口市场持续扩大市占率，2025年已占中国重卡出口量的45%。管理层对达成2026年业绩目标有信心，预计收入同比增长15%至1,255亿元人民币，税前...

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