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瑞信:升重汽目标价至27.5元 评级“跑赢大市”

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瑞信:升重汽目标价至27.5元 评级“跑赢大市” © Reuters. 瑞信:升重汽(03808)目标价至27.5元 评级“跑赢大市”

智通财经APP获悉,瑞信发表研究报告指,考虑到来自A股附属的盈利贡献高于预期,该行将中国重汽 (SZ:000951)  2020至2022年的盈利预测升3%至5%,目标价由27元升至27.5元,评级“跑赢大市”。

中国重汽的A股附属中国重汽(000951.SZ)发盈喜,料第三季盈利将按年升134%至270%,介于4.22-6.67亿元人民币之间;该A股附属首三季盈利料达11.5-13.95亿元人民币,达市场对其全年预测的75-91%。该行认为盈喜后市场有机会上调盈利预测。

该行指出,期内盈利表现胜预期,主要因为重型卡车第三季销售强劲,按年增长逾200%,加上去年同期基数相对较低。

报告提醒投资者留意,中国重汽(03808)完成了第三季售出7.3万台车,完成其6.9万至7.5万台的第三季销售目标,而9月份交付量亦达3.2万台,按年增166%。瑞信的渠道调查指出,为准备农历年前的旺季,内地重型卡车销售势头10月份按月持平。

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