港股异动 | 耐世特(01316)早盘涨超7% 自动驾驶零件潜在需求得以扩大 机构大举上调公司评级至“买入”

智通财经
14 Feb

智通财经APP获悉,耐世特(01316)早盘涨超7%,2月累计涨超三成。截至发稿,涨7.47%,报5.32港元,成交额1.07亿港元。

美银证券发布研报称,自动驾驶(AD)能力已成为消费者选购电动车时的关键考量因素之一。比亚迪日前宣布其汽车智能化战略及高级智能驾驶系统“天神之眼”,将智能驾驶的入门门槛降低至中低价位乘用车。该行认为,随着比亚迪及其他龙头车企将自动驾驶入门门槛降低,相关自动驾驶零件的潜在需求得以扩大。该行将耐世特的评级由“跑输大市”一举上调至“买入”,目标价由2.8元港升至6.4港元,预期公司于2024至2026年的盈利增长稳固,期内盈利年均复合增长率料达57%。

中信证券认为,2025年国内中高阶智驾渗透率有望翻倍,带动350亿增量市场。芯片、控制、传感、连接四大产业链环节均将从中受益,其中芯片、控制器的市场弹性较大且格局清晰。

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