大摩：明年重卡销售或按年跌10% 予重汽“减持”评级
大摩：明年重卡销售或按年跌10% 予重汽（03808）“减持”评级
智通财经APP获悉，摩根士丹利发表研究报告，将中国重汽 (SZ:000951)目标价由14.3元上调至15元，但考虑到明年重型卡车销售或将按年跌10%，重型卡车引擎自供水平料由去年99%下降至60%；加上去年收入有16%来自海外，这部分或较受疫情影响，因此给予“减持”评级。
大摩将重汽2020至2022年盈利预测提升9%、7%及1%，认为集团今年首十个月重型卡车销售按年增长45%，跑赢市场的39%增幅，令其市占率提升至16%，表现胜预期。
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