耐世特(1316.HK):第三季度订单强劲 赢得北美主要皮卡车项目的换代业务

海通证券
18 Nov 2024

耐世特发布2024 年第三季度经营概况,有四大经营亮点:1)赢得北美主要皮卡车项目的换代业务,2)持续获得来自中国整车制造商新订单,3)首次赢得来自欧洲及中国整车制造商面向中国市场联合开发项目的EPS 业务,4)第三季度订单强劲,重申全年指引。2024 年第三季度订单达到20 亿美元,全年订单有望达到60 亿美元。订单分产品结构来看,EPS 占比56%;分能源类型来看,电动车业务占比35%;分区域...

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