智通财经APP获悉，国泰海通发布研报称，维持耐世特(01316)“增持”评级。考虑到三季度亚太区多个R-EPS进入量产，四季度有望再获线控转向定点，判断公司经营情况稳健，维持2025-2027年EPS预测0.06/0.08/0.10美元，参考可比公司，给予耐世特2025年20倍PE。目标价上调至9.45港元(按1美元=7.7港元换算)。
报告中称，2025年三季度内，理想i6、i8、极氪9X、奇瑞捷途G700等车型的R-EPS进入量产。2025年前三季度，亚太区贡献订单金额比例为49%，全年预计50亿美元订单。线控转向有望于2025年四季度再获定点。此前耐世特已获得全球电动车领导者的线控转向定点，该订单支持L4级自动驾驶和出行即服务。创新产品直驱式转向手感模拟器落地，提供更好的转向手感模拟，同时适合紧凑、轻量化的设计，支持低置和高置设计，可以同时赋能消费者和车厂。
更多港股重磅资讯，下载智通财经app
更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.