《大行》摩通降耐世特(01316.HK)目标价至6元 线控转向及电子机械制动产品料今年进入商业化

阿斯达克财经
Mar 26

摩根大通研究报告指出,耐世特(01316.HK) 2025财年业绩公布后昨日(25日)股价下跌,虽然收入及EBITDA利润率大致符市场预期,但纯利逊预期,公司去年派息率由2024年的35%提高至45%。管理层在业绩会议上对2026年展望持建设性观点,预期收入增长将较市场高出200至300个基点,利润率持续扩张。该行指出,耐世特的线控转向(SbW)产品已获得两家中国领先新能源车企的订单,中国生产线将...

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