港股异动 | 耐世特(01316)再涨超8% 线控转向有助提升整车智能化程度 公司将受惠线控转向放量

智通财经
12 Feb

智通财经APP获悉,耐世特(01316)再涨超8%,截至发稿,涨6.75%,报4.9港元,成交额1.87亿港元。

消息面上,比亚迪发布“天神之眼”智驾系统,覆盖7万元级车型。机构指出,高阶智驾功能逐步下沉,智驾平权时代加速到来。据悉,线控转向系统优点主要为通过取消方向盘和齿条间的机械连接,提升整车智能化程度。通过主动控制可以实现车道保持功能、自动泊车甚至自动驾驶等辅助驾驶功能。

西部证券此前指出,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上半年再获SBW新订单。该行指出,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%。

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