濰柴動力 (2338 HK) 逆周期政策力保基建類需求保持高位 April 27, 2020 272

PSR Recommendation: ACCUMULATE Status: Maintained
Target Price: HKDHKD15.60

投資概要
全年銷量好于預期
2019 年中國重卡行業高景氣度延續,根據中汽協數據,全年重卡銷量117.4 萬輛再創
歷史新高。受此帶動,濰柴動力的發動機銷量全年達到74.2 萬台,同比增長10.1%;
陝重汽重卡整車銷量16.1 萬輛,同比增長5.2%;法士特變速箱銷量100.2 萬台,同比
增長10.2%。。

About the author

Profile photo of Zhang Jing

Zhang Jing
Phillip Securities (HK)

Bachelor Degree in Tongji University of Engineering; Master Degree in East China Normal University of finance. Currently covering the automobile and air sectors. She has years of experience in investment research and is good at combining analysis for the companies with industry prospects.

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