大华继显指，耐世特(01316.HK) 去年下半年净利润4,600万美元，高于该行预测，受惠于利润率。全年新订单按年持平至60亿美元。该行基于更高利润假设，上调对公司今明两年盈利预测至1.07亿及1.25亿美元，2027年盈利预测1.46亿美元。该行把该股目标价由2元上调至5元，评级由“沽售”升至“中性”。
该行上调对公司今明两年收入预测2%至4%，预测今年至2027年收入年均复合增长率为6.7%，主要来自高级驾驶辅助系统相关产品及客户基础扩大，尤其在中国市场。该行亦上调对公司今明两年EBIT利润率预测2.5及3.1个百分点，至4%及4.4%，基于去年下半年EBIT利润率表现及成本节约措施。(fc/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-20 12:25。)
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