智通财经APP获悉，耐世特(01316)现涨近7%，截至发稿，涨6.6%，报3.39港元，成交额2780.11万港元。
消息面上，1月15日，耐世特宣布其位于中国江苏省常熟市的全新基地开业。这一战略布局标志着耐世特在全球先进转向系统制造和测试能力上的进一步扩展，旨在充分利用亚太地区的增长优势，满足国际和国内整车厂对先进电动助力转向系统(EPS)日益增长的需求。耐世特常熟的开业也正式标志着公司在双小齿轮式电动助力转向系统(DPEPS)产品方面的生产能力不断提升。
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年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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