大和发表报告表示，上调对耐世特(01316.HK) 目标价，由3.1元上调至6元，维持“跑赢大市”评级。该行上调对公司今明两年每股盈利预测23%至25%，反映强于预期的中国业务扩张，以及特斯拉Cybercab量产展望改善。
该行指，特斯拉计划未来数周在奥斯汀派出更多自动驾驶的士，并计划明年生产自动驾驶的士车款Cybercab 200万辆。作为特斯拉Cybercab当前唯一的线控转向供应商，耐世特将从中受益。
此外，公司亦是比亚迪、小鹏、极氪、小米、理想、埃安和长汽核心转向系统供应商，并向其他品牌扩展。公司正升级产品组合，供应平均售价更高的产品。(fc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-27 12:25。)
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