《大行》大和升耐世特(01316.HK)目标价至7元 重申“跑赢大市”评级

阿斯达克财经
Aug 15

大和发表研究报告指,耐世特(01316.HK) 在过去数年持续降低成本及改善利润率,相信公司已自去年下半年起受惠,并料集团未来的盈利能力将持续改善。
报告提到,耐世特将线控转向(steer-by-wire)、集成式后轮转向(rear wheel steer)及相关软件整合至车辆的线控系统,已在今年上半年获得多个订单。公司预计,今年的总订单将达到50亿美元,其中今年上半年已获15亿美元订单,预计下半年将再获35亿美元订单。

大和重申对耐世特的“跑赢大市”评级,目标价由6.8元上调至7元。该行又调升集团2026至27年的每股盈测7%至9%,以反映利润率优于预期。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-15 12:25。)

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