港股异动 | 耐世特(01316)再涨超7% 自动驾驶带动SBW系统渗透率提高 公司有望显著受益

智通财经
May 16, 2025

智通财经APP获悉,耐世特(01316)再涨超7%,截至发稿,涨7.34%,报6.14港元,成交额1亿港元。

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。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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