中银国际发表研究报告指，预计耐世特(01316.HK) 中期收入按年增加7%至8%，达22.5亿美元，主要受惠于亚太地区销售额激增，以及非亚太地区业务的需求中断情况较预期逊色，预计期内净利润介乎4,000万至5,000万美元。
该行提到，于今年5月，耐世特第二大股东以每股高于6元的价格减持4,900万股，并预计其可能会在未来适当时候继续减持股份。从基本面而言，该行料耐世特可巩固其在全球转向行业的领导地位，惟由于新技术的早期渗透，以及在关税逆境下市场需求的不确定性，实质利润释放仍需时日。
该行认为耐世特目前的估值合理，维持“持有”评级，目标价由5.3元上调至5.5元。(sl/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-07 16:25。)
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