大摩：微降潍柴动力(02338)目标价至46港元评级“增持”

智通财经网09-03 16:18

智通财经APP获悉，摩根士丹利发布研报称，将潍柴动力(02338)2027至2028年收入预测各上调4%，净利润预测各上调15%，主要反映AIDC产品增长前景更强劲，2026年预测则大致维持不变。该行将目标价由47港元略微下调至46港元，评级维持“增持”。

大摩指出，潍柴动力正经历由传统卡车发动机公司向更广泛的电力与能源设备平台转型，该行认为这足以支持公司持续的估值重评及潜在盈利上调。该行预计，AIDC业务的盈利能力将在2027年实现，净利润将跃升至超过100亿元人民币，占集团总额约50%。传统业务预计大致保持平稳，重型卡车行业增长将自2026年下半年起放缓。

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大摩：微降潍柴动力(02338)目标价至46港元 评级“增持”

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大摩：微降潍柴动力(02338)目标价至46港元评级“增持”