智通财经APP获悉，耐世特(01316)再涨近6%，截至发稿，涨5.24%，报6.63港元，成交额7563.35万港元。
消息面上，特斯拉近日正式发布《宏图计划第四篇章》，马斯克表示，公司将把自动驾驶和Optimus视为未来最重要的事业。据悉，在自动驾驶商业化进程上，特斯拉也已迈出实质性步伐。目前，特斯拉已在美国得州奥斯汀启动Robotaxi自动驾驶试点，并计划年底前将这一服务扩大至湾区及其他州。这意味着特斯拉的无人驾驶技术即将从测试阶段迈入商业化运营阶段。
值得注意的是，耐世特已获得特斯拉、理想、极氪等车企线控转向订单，在26年开始交付。且与小鹏、小米、广汽等保持深度合作，未来线控转向业务发展空间大。此外，广发证券指出，公司当前仍处于盈利恢复阶段，后续盈利能力进一步提升有望依赖于降本增效措施的持续推进；盈利性更好的亚太区收入增长、收入占比提升；公司正加速获得高级别电动助力转向、后轮转向及线控转向订单，有望凭借产品结构的优化再次新一轮盈利向上周期。
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