【券商聚焦】财通证券维持耐世特(01316)“增持”评级 指中国整车制造商的订单持续强劲

金吾财讯
Aug 15

金吾财讯 | 财通证券研报指,耐世特(01316)发布2025年中报,2025年上半年实现营业收入22.42亿美元,同比增长6.8%,实现净利润6300万美元,同比增长293.8%。1H2025实现EBITDA2.3亿美元,同比增长16.8%。该机构指,新业务订单达15亿美元,亚太区战略布局扩张:中国整车制造商的订单持续强劲。公司赢得北美全尺寸皮卡平台的重要电调管柱订单,新获取客户订单规模占74%。各区域营收增长,亚太区收入增速较高:1H2025北美、亚太、欧中非南美的收入占比分别为51%/31%/18%,营收同比增速分别为1.7%/15.5%/9.4%。从利润率来看,1H2025北美、亚太、欧中非南美的利润率分别为7.6%/16.9%/8.8%。该行预计公司2025-2027年实现归母净利润1.46/1.92/2.44亿美元。对应PE分别为15.22/11.60/9.12倍,维持“增持”评级。

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