智通财经APP获悉，耐世特(01316)早盘涨超8%，截至发稿，涨7.08%，报3.63港元，成交额4433.72万港元。
消息面上，12月9日，蔚来汽车宣布，旗下旗舰行政级轿车ET9成功获得工信部量产许可，成为中国首款搭载线控转向技术的量产车型。据悉，线控转向是汽车底盘⼀体化集成控制、实现整车智能化的关键组成部分，是⾼阶智能汽车的必备底层基础之⼀，也是今后L3以及更高级别自动驾驶功能落地的核心部件之一。
西南证券指出，随着高级别自动驾驶渗透率提升，线控转向元年有望到来。22年上半年耐世特获得业内首个大批量线控转向订单，23年上半年再获SBW新订单；公司传统市场是北美市场，近年来亚太地区快速增长，23上半年亚太市场营收占比26%，继续保持增长，新能源订单占比接近100%；随着下半年通胀压力缓解，芯片价格持续回落，预计公司盈利能力将有所修复。
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