耐世特(01316)今日盘中股价大幅拉升，涨幅达到5.01%，表现强劲。
消息面上，瑞银近期发布研报，维持对耐世特的“买入”评级。研报指出，公司管理层在2026年亚洲投资会议上透露，今年已启动两个线控转向(SbW)项目，并预期2026年将获得更多SbW及电子机械制动(EMB)订单，后轮转向(RWS)项目则计划于今年下半年投产。
此外，耐世特的SbW订单已陆续为理想L9 Livis及特斯拉Cybercab投产，显示出与头部车企的紧密合作。管理层观察到车企采纳意愿上升，SbW技术已开始渗透至售价30万元人民币的车型，预期到2030年SbW在中国的渗透率可能超过20%，市场前景广阔。公司第一季度取得16亿美元新订单，业务扩展势头良好，这些积极因素共同提振了市场信心，推动了股价上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.