《大行》瑞银降耐世特(01316.HK)目标价至7.6元 SbW项目进展理想

阿斯达克财经
May 27

瑞银发表研究报告指,耐世特(01316.HK) 管理层在亚洲投资会议2026上透露,今年至今已启动两个线控转向(SbW)项目。管理层预期2026年将获得更多SbW及电子机械制动(EMB)订单,后轮转向(RWS)项目则计划于今年下半年投产。管理层预期2026财年收入将实现稳定按年增长,但指出大宗商品价格上升可能会对盈利增长构成压力,尤其是中国业务。该公司正加大成本及产能优化力度以提升盈利能力。今年...

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