华泰证券发表报告指，耐世特上半年营收22.4亿美元，按年增长6.7%；净利润约6300万元，按年增长269%。EBITDA约2.3亿美元，按年增16.8%，EBITDA利润率按年提升0.9百分点至10.3%。利润率回升或系亚太区业务占比提升带动盈利结构优化、EMEASA地区经营效率改善、新项目产量提升下规模效应显现。 展望未来，随着公司中国工厂产能利用率爬升，部分产能向墨西哥转移完成、降本方案稳步推进，盈利能力有望继续修复。该行维持盈利预测，2025至27年各年净利预测分别为1.2亿、1.8亿及2.2亿美元，对应每股盈利5美仙、7美仙及9美仙；目标价由6.6港元上调至7.77港元，维持“增持”评级。
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