智通财经APP获悉，耐世特(01316)盘中涨超9%，截至发稿，涨5.25%，报3.21港元，成交额5797.91万港元。
国泰君安国际指出，在特朗普新政的推动下，耐世特在美国市场的销售基本面有望改善，燃油车业务有望重新回暖，成为未来盈利增长的新催化剂。同时，公司正在积极进行从燃油车业务到电动车业务的业务部署。公司电动车业务的发展步伐不会改变，并将保持强劲增长。
该行指出，公司与亚太地区其他主机厂的合作进展顺利，耐世特预计在2025 年将进一步扩大其与中国新能源主机厂的业务，无论是现有业务还是最新的线控转向系统（SbW）系统业务。同时，在全球汽车行业正在经历电动汽车快速发展的背景下，公司在燃油汽车业务和电动汽车业务并存的情况下，表现出了良好的行业韧性。考虑到销售基本面的积极变化以及电动汽车业务蓬勃发展，或在后续报告中提高公司收入预测和目标价。
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