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　　耐世特（01316）盘中涨超3%，截至发稿，股价上涨2.81%，现报5.13港元，成交额2941.13万港元。

　　瑞银发表研报指，耐世特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，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。今年第一季度，耐世特取得16亿美元新订单，同时进一步扩展与北美客户的REPS业务，并在中国维持强劲的核心产品订单势头。瑞银认为，SbW的发展及耐世特进一步获得SbW订单，可能成为股价催化剂；耐世特目标价由8.6港元降至7.6港元，维持“买入”评级。

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