智通财经APP获悉，耐世特(01316)涨超11%，截至发稿，涨11.18%，报3.58港元，成交额6740.28万港元。
消息面上，国泰君安研报指出，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，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。随着高级自动驾驶技术的稳步发展，2025年将是汽车行业先进自动驾驶的大年。公司认为，SbW很可能首先被全球领先的主机厂采用。公司拥有行业领先技术的SbW系统有望在未来几年为公司带来协同效应。
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