耐世特(01316.HK)今日盘中股价大涨13.04%,引发市场关注。国泰君安最新研报指出,或涉及两方面原因:
第一,在特朗普新政的推动下,耐世特在美国市场的燃油车业务销售有望恢复增长,为公司带来新的盈利增长点。报告称,燃油车业务有望重新回暖,成为公司未来盈利增长的新催化剂。
第二,耐世特目前正在积极开拓电动车及自动驾驶相关业务,尤其在线控转向系统(SbW)方面技术领先,预计随着汽车行业自动驾驶技术的普及,这一业务将为公司带来协同效应。研报指出,2025年将是汽车行业先进自动驾驶的大年,SbW系统很可能首先被全球领先的车企采用,公司的相关技术预计将受益于这一趋势。
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