智通财经APP获悉，耐世特(01316)早盘涨超5%，截至发稿，涨5.27%，报5.59港元，成交额3310.45万港元。
消息面上，6月22日，特斯拉在美国得州奥斯汀正式推出无人驾驶出租车Robotaxi服务，10台左右的焕新ModelY作为首批无人驾驶出租车投入使用，开始接送首批乘客。后续预计将有Cybercab等更多车辆加入车队，并进一步拓展运营范围。国泰海通证券表示，Robotaxi产业链中的感知系统、线控底盘等核心部件供应商有望受益。
大和发布研报称，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。该行上调对耐世特目标价，由3.1港元上调至6港元，维持“跑赢大市”评级。
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