大行评级丨摩根大通：将潍柴动力视为明年工业板块首选股之一 维持“增持”评级

Group 1 - The core viewpoint of the article highlights that demand for heavy trucks in China remains very strong in November, confirming that demand has been concentrated in the second half of the year [1] - The report indicates significant growth in sales of liquefied natural gas (LNG) trucks, suggesting a positive trend in this segment [1] - The company Weichai is viewed favorably in the LNG heavy truck engine market, with potential for a re-rating of its valuation [1] Group 2 - Morgan Stanley maintains an "overweight" rating on Weichai, setting a target price of 31 Hong Kong dollars [1] - Weichai is considered one of the top picks in the industrial sector for 2026 [1]