智通财经APP获悉，耐世特(01316)再涨超6%，截至发稿，涨4.39%，报5.47港元，成交额9448.36万港元。
消息面上，4月25日，据媒体报道，特朗普政府将放宽自动驾驶监管，削减原本繁琐的事故报告流程。根据新规，非商业用途的自动驾驶汽车在进行“测试、展示、研究”等活动时，可跳过部分合规程序。这一政策变化被视为美国在自动驾驶法规上最大的一次松绑。
国盛证券此前指出，耐世特有望受益美国智驾政策放宽。该行指出，公司2024年获得两个线控转向订单，预计2026年落地。此外，2024年公司获得首个后轮转向订单，来自一家中国整车厂，目标在2026年量产。该行认为，耐世特收入端长期有望乘电动化及智能化大势，保持稳健增长，并有望成为线性转向系统量产第一梯队。
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