《大行》中银国际升耐世特(01316.HK)目标价至5.3元 评级降至“持有”

阿斯达克财经
Feb 27, 2025

中银国际发布研究报告指,耐世特(01316.HK) 为中国领先整车新势力开发的首个线控转向项目将于2026年量产,但为另外两家全球汽车巨头开发的线控项目量产时间已经推迟至2028年。即使线控比EPS系统均价及利润率要高,但该行认为,伴随L3及以上级别自动驾驶技术的推进,线控产品的利润释放尚待时日。对于近期特朗普加征关税计划,耐世特北美地区约40%至45%的收入来自墨西哥工厂会受到关税上调的影响。...

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