研报掘金丨中金：中国重汽上半年业绩胜预期，目标价升至57.11港元

格隆汇08-31

中金发表报告指，中国重汽上半年业绩胜预期，收入同比增39.2%至708.4亿元，归母净利润同比增26.2%至43.3亿元。结构优化带来的营收及净利润增长优于该行预期，还原汇兑后盈利超出该行预期。考虑到上半年公司重卡销量及出口高增，该行上调公司2026及27净利润预测6.9%及10.2%至84.81亿及96.58亿元，上调目标价19.7%至57.11港元，维持“跑赢行业”评级。

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