智通财经APP获悉,耐世特(01316)再涨超5%,截至发稿,涨5.25%,报4.61港元,成交额3218.67万港元。
消息面上,在2025上海车展期间,耐世特发布其最新的运动控制创新成果。国盛证券此前指出,后轮转向技术是线控转向的一种类型,耐世特的后轮转向系统允许后轮与前轮协调转动,最大转角可达12度,在低速和高速条件下优化操控性和稳定性,优先考虑了成本效益、轻量化、耐用性及整车集成,将在4月的上海车展首发。
天风证券则指出,线控转向SBW系统与高阶自动驾驶强相关。随自动驾驶渗透率的提升,SBW系统渗透率有望同步提高。耐世特于2017年便推出SBW相关产品,居于全球领先地位。截止2024年11月,在全球范围内已获得4个SBW量产订单。
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