港股异动 | 耐世特(01316)一度涨超14% 高阶智驾渗透率有望继续提升 公司将受惠线控转向放量

智通财经
10 Feb

智通财经APP获悉,耐世特(01316)一度涨超14%,截至发稿,涨9.26%,报4.6港元,成交额2.64亿港元。

消息面上,比亚迪宣布将于2月10日晚举办智能化战略发布会,预计对所有车型开展智能化战略。东方证券指出在比亚迪等头部公司推动下,预计国内整车企业将进一步推动高阶智驾普及,促进2025年高阶智驾渗透率继续提升,“智驾平权”将有望成为中国汽车行业发展的重要趋势。

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。国盛证券此前指出,随着L3及以上自动驾驶渗透率逐步提升,线控技术领先的耐世特有望成为核心受益的标的之一。

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