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					<td colspan="2"><h1 class="header" style="margin:0px;padding:0px;float:left">大行評級｜招商證券國際：上調濰柴動力目標價至21港元 重卡行業處上行周期</h1><div style="float:left;padding-left:5px;padding-top:12px">2024-05-10T11:11</div></td>
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					...
					招商證券國際發表報告指，濰柴動力第一季業績強勁，維持2024財年淨利潤預測不變，上調2025至2026財年淨利潤預測各5%和9%，反映基本面多重結構性改善推動中長期盈利能力提升。報告指，重卡行業處上行周期，根據第一商用車網，首4個月重卡行業總銷量按年增加11%至36萬輛。國內市場方面，繼乘用車後國家針對老舊貨車的以舊換新政策補貼細則有望在二季度末出台，支撐下半年重卡需求維持穩定增長，而公司作為龍頭企業將持續受益<br><br> 
					...
				
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