大摩：内地工业股偏好潍柴动力(02338)及海天国际(01882) 评级升至“增持”
大摩发布报告称，在需求复苏疲弱的环境下，挑选经营稳健及市占率增长潜力大的工业股，当中偏好潍柴动力(02338)及海天国际(01882)，以及光伏设备股份。
在自动化和通用设备的工业股方面，该行认为受新能源资本开支放缓的影响，传统产业复苏欠佳，更看好在国内及全球市场上获得市场份额的领先企业、较少涉足新能源业务，能扩大业务范围并抓住海外机会的股份，对海天国际及力劲科技(00558)的评级由“与大市同步”升至“增持”。
重型卡车方面，该行偏好国内市场敞口较高的品牌，预期今年中国重卡需求将稳定在100万辆，而国内持续复苏部分被出口放缓所抵销，看好潍柴动力在重卡柴油引擎和全球大缸径引擎(large-bore engines)市场份额的增长，将其评级由“与大市同步”升至“增持”。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
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