智通财经APP获悉，耐世特(01316)盘中涨超5%，截至发稿，涨4.09%，报3.56港元，成交额1386.56万港元。
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。
国泰君安指出，在特朗普新政府下，耐世特将迎来美国市场的复苏，有望在未来几年增强公司的销售基本面并提高盈利。同时，公司正积极进行业务部署，从燃油车业务转向电动车业务。公司电动车业务的发展步伐不会放缓，并将保持强劲增长。我们依然认为耐世特在中国自主品牌和欧洲品牌业务拓展方面取得巨大成功在望。我们预计2025年耐世特有望进一步为其高可用性电动助力转向系统业务打开增长机遇，并将继续获得线控转向业务订单。
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