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港股异动 | 潍柴动力(02338)现涨超4% 预期年度纯利增加最多90% Q4重卡发动机市占率提升

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潍柴动力(02338)现涨超4%,截至发稿,涨4.07%,报13.82港元,成交额6414.9万港元。

消息面上,潍柴动力发布公告,预期集团截至2023年12月31日止年度取得的归属于母公司股东的净利润将约为人民币85.84亿元至人民币93.2亿元,同比增加约75%至90%。;扣非归母净利润73.9亿元至82.1亿元,同比增加125%至150%。

国联证券指出,根据上险数,公司四季度重卡发动机零售端销量约为4.3万台,同比增长53.5%,环比下滑18.1%;市占率为30.5%,环比下滑3.6pct,同比+3.8pct,考虑季节性因素和年底提车节奏影响,批发端表现可能更优。该行指出,四季度公司收入和业绩大幅增长,各项业务共振向上。此外,公司发布股权激励目标,绑定核心团队利益。

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