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01316 耐世特
交易中 06-03 10:29:12
5.190
+0.030
+0.58%
最高
5.280
最低
5.110
成交量
392.73万
今开
5.130
昨收
5.160
日振幅
3.29%
总市值
130.27亿
流通市值
130.26亿
总股本
25.10亿
成交额
2,039万
换手率
0.16%
流通股本
25.10亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
耐世特早盘涨逾3% 瑞银维持“买入”评级
新浪港股 · 06-02 11:27
耐世特早盘涨逾3% 瑞银维持“买入”评级
港股异动 | 耐世特(01316)涨超3% 公司SbW项目进展理想 已开始渗透至售价30万元车型
智通财经 · 06-02 10:51
港股异动 | 耐世特(01316)涨超3% 公司SbW项目进展理想 已开始渗透至售价30万元车型
异动解读 | 瑞银下调目标价及大宗商品压力担忧,耐世特盘中大跌5.14%
异动解读 · 05-28
异动解读 | 瑞银下调目标价及大宗商品压力担忧,耐世特盘中大跌5.14%
大行评级丨瑞银:下调耐世特目标价至7.6港元,维持“买入”评级
中金财经 · 05-27
大行评级丨瑞银:下调耐世特目标价至7.6港元,维持“买入”评级
国元国际:给予耐世特(01316)“买入”评级 新产品与新客户夯实增长基础
智通财经 · 05-22
国元国际:给予耐世特(01316)“买入”评级 新产品与新客户夯实增长基础
耐世特授予董事股份购回授权,规模达已发行股本一成
公告速递 · 05-21
耐世特授予董事股份购回授权,规模达已发行股本一成
港股异动 | 耐世特涨超9%,首季度新获订单16亿美元,机构预计年内将新增更多线控转向订单
智通财经 · 05-21
港股异动 | 耐世特涨超9%,首季度新获订单16亿美元,机构预计年内将新增更多线控转向订单
智驾概念股走势强劲,浙江世宝大涨超15%,特斯拉监督版FSD官宣支持中国
智通财经 · 05-21
智驾概念股走势强劲,浙江世宝大涨超15%,特斯拉监督版FSD官宣支持中国
智驾概念股早盘走势强劲 浙江世宝涨逾15%文远知行-W涨逾9%
新浪港股 · 05-21
智驾概念股早盘走势强劲 浙江世宝涨逾15%文远知行-W涨逾9%
耐世特(01316)委任Robin Zane MILAVEC为全球首席运营官
智通财经 · 05-19
耐世特(01316)委任Robin Zane MILAVEC为全球首席运营官
港股异动 | 汽配股逆市走高 龙虾上车引领座舱人机交互变革 机构建议关注智驾产业链
智通财经 · 05-08
港股异动 | 汽配股逆市走高 龙虾上车引领座舱人机交互变革 机构建议关注智驾产业链
耐世特4月无新增发行或股份变动
公告速递 · 05-07
耐世特4月无新增发行或股份变动
耐世特2025年度收入稳增7.2%,净利润大幅提升并聚焦电动化与智能驾驶
公告速递 · 04-24
耐世特2025年度收入稳增7.2%,净利润大幅提升并聚焦电动化与智能驾驶
耐世特(01316.HK)15名高管获授501.5万份奖励
中金财经 · 04-10
耐世特(01316.HK)15名高管获授501.5万份奖励
耐世特3月股份变动月报表显示股本维持稳定
公告速递 · 04-09
耐世特3月股份变动月报表显示股本维持稳定
【券商聚焦】东吴证券维持耐世特(01316)“买入”评级 指盈利改善趋势明确
金吾财讯 · 04-02
【券商聚焦】东吴证券维持耐世特(01316)“买入”评级 指盈利改善趋势明确
耐世特泰国制造工厂盛大开业
美通社 · 03-30
耐世特泰国制造工厂盛大开业
花旗:维持耐世特(01316)“买入”评级 目标价下调至7.2港元
智通财经 · 03-26
花旗:维持耐世特(01316)“买入”评级 目标价下调至7.2港元
小摩:降耐世特(01316)目标价至6港元 维持“中性”评级
智通财经 · 03-26
小摩:降耐世特(01316)目标价至6港元 维持“中性”评级
异动解读 | 业绩逊预期遭大行降目标价,耐世特盘中大跌5.02%
异动解读 · 03-26
异动解读 | 业绩逊预期遭大行降目标价,耐世特盘中大跌5.02%
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公司概况
公司名称:
耐世特
所属市场:
SEHK
上市日期:
--
主营业务:
耐世特汽车系统集团有限公司是一家运动控制技术公司。该公司的产品组合支持线控底盘控制,包括电动助力转向系统和液压助力转向系统、线控转向和后轮转向系统、转向柱和中间轴、传动系统、软件解决方案以及线控制动。该公司为全球及国内汽车制造商以及印度和中国的汽车制造商解决运动控制难题,包括电气化、软件/互联互通、高级驾驶辅助系统/自动驾驶和共享出行。该公司的电动助力转向和线控转向产品包括后轮转向、齿条助力电动助力转向、管柱助力电动助力转向和模块化动力组件。其转向柱和中间轴产品包括电子设备、模块和子组件,电动倾斜和伸缩式转向柱,不可调式转向柱,及电动倾斜和伸缩式转向柱。
发行价格:
--
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耐世特盘中涨超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。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。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-06-02/doc-inhzysxu3309524.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["01316"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640295999","title":"港股异动 | 耐世特(01316)涨超3% 公司SbW项目进展理想 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Cybercab投产,管理层观察到车企采纳意愿上升,SbW已开始渗透至售价30万元人民币的车型,预期到2030年SbW在中国的渗透率可能超过20%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1448928.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01316","BK4588","BK1509","BK1144","LU0227179875.USD","BK4585","VXUS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1116254495","title":"异动解读 | 瑞银下调目标价及大宗商品压力担忧,耐世特盘中大跌5.14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1116254495","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1116254495?lang=zh_cn&edition=full","pubTime":"2026-05-28 10:01","pubTimestamp":1779933674,"startTime":"0","endTime":"0","summary":"耐世特(01316)今日盘中股价大跌5.14%,引起了市场的关注。消息面上,瑞银发布研报,虽然维持耐世特“买入”评级,但将目标价从8.6港元下调至7.6港元,降幅约11.6%。同时,管理层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,这引发了投资者对该公司短期盈利能力的担忧。尽管耐世特在线控转向(SbW)项目上进展理想,并预期2026年获得更多订单,但目标价下调和大宗商品压力等负面因素可能在盘中影响了股价表现。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01316"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638574555","title":"大行评级丨瑞银:下调耐世特目标价至7.6港元,维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2638574555","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638574555?lang=zh_cn&edition=full","pubTime":"2026-05-27 14:47","pubTimestamp":1779864422,"startTime":"0","endTime":"0","summary":"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项目,预期2026年将获得更多SbW及电子机械制动订单,后轮转向项目则计划于今年下半年投产。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。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260527/32257710.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["EWH","01316"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637394507","title":"国元国际:给予耐世特(01316)“买入”评级 新产品与新客户夯实增长基础","url":"https://stock-news.laohu8.com/highlight/detail?id=2637394507","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637394507?lang=zh_cn&edition=full","pubTime":"2026-05-22 15:45","pubTimestamp":1779435957,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国元国际发布研报称,预测耐世特2026~2028年收入分别为48.96、52.53和56.47亿美元,归母净利润1.55、1.89和2.28亿美元。线控转向、线控底盘是汽车行业的发展趋势,在此领域耐世特处于领先地位,公司收入和利润持续上升的确定性比较高,对比行业估值,按照2026年16.8倍PE计算公司估值是合理的,对应目标价8.12港元/股,距离现价有57.6%的上升空间,给予“买入”评级。全年订单目标上调至60亿美元,高于2025年实际完成的49亿美元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1445010.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01316"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1139144210","title":"耐世特授予董事股份购回授权,规模达已发行股本一成","url":"https://stock-news.laohu8.com/highlight/detail?id=1139144210","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1139144210?lang=zh_cn&edition=full","pubTime":"2026-05-21 19:26","pubTimestamp":1779362797,"startTime":"0","endTime":"0","summary":"耐世特公告显示,公司将于2026年6月17日召开股东周年大会,拟就包括授权董事回购股份在内的多项议案进行表决。根据公告,本次购回授权最高不超过截至大会通过当日公司已发行股本总数的10%,相当于2.5098亿余股。公告提及,公司当前已发行股份约25.09824亿股,上述授权一旦全面行使,耐世特可回购的股份数约为2.5098亿股。过去十二个月,耐世特股份在联交所的最高成交价为每股8.90港元,最低成交价为每股4.65港元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"耐世特授予董事股份购回授权,规模达已发行股本一成","news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01316"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637808285","title":"港股异动 | 耐世特涨超9%,首季度新获订单16亿美元,机构预计年内将新增更多线控转向订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2637808285","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637808285?lang=zh_cn&edition=full","pubTime":"2026-05-21 10:32","pubTimestamp":1779330721,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,耐世特涨超7%,截至发稿,涨7.37%,报5.1港元,成交额5145.03万港元。消息面上,国泰海通研报指出,耐世特发布2026年一季度经营更新。2026年一季度公司新获订单16亿美元,其中包括与北美客户达成多项重要REPS业务扩展,与一家新的中国整车厂在REPS、后轮转向、CEPS及管柱业务均实现强劲的订单增长,在一家现有的中国整车厂实现CEPS业务突破,并预计年内将新增更多线控转向订单,并实现首个EMB项目定点。","market":"fut","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"31e6b207d5a73ea93087d8bdfdae725f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1444314.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01316","BK1144","BK4588","LU0227179875.USD","VXUS","BK1509","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637870219","title":"智驾概念股走势强劲,浙江世宝大涨超15%,特斯拉监督版FSD官宣支持中国","url":"https://stock-news.laohu8.com/highlight/detail?id=2637870219","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637870219?lang=zh_cn&edition=full","pubTime":"2026-05-21 10:23","pubTimestamp":1779330185,"startTime":"0","endTime":"0","summary":"5月21日,特斯拉官方宣布监督版FSD的最新布局,其中提到监督版FSD可以在中国使用。","market":"hk","thumbnail":"https://static.tigerbbs.com/65d348855ab4713bd9c5a703d375e868","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/65d348855ab4713bd9c5a703d375e868"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"597eac0720e8efc4e36c05d7b68ffb00","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1444296.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0264","09766","BK1229","IE00B1BXHZ80.USD","LU2602419157.SGD","NVDA","BK4533","IE00BK4W5M84.HKD","SG9999015945.SGD","LU1720051017.SGD","LU0943347566.SGD","LU0964807845.USD","LU0234570918.USD","LU1066051225.USD","IE00B19Z9505.USD","TSLA","02431","LU1267930730.SGD","LU1852331112.SGD","LU2087621335.USD","TLA","BK4527","LU1914381329.SGD","TSLP","SG9999015986.USD","LU1839511570.USD","LU0198837287.USD","LU2290526834.HKD","AAPL","LU0320765059.SGD","TSLO","LU2896262040.SGD","BK1104","LU0345770993.USD","LU0316494557.USD","LU1720051108.HKD","LU2471134796.USD","IE00BK4W5L77.USD","LU0345769128.USD","TSLR","BK4543","LU2250418816.HKD","LU1548497426.USD","LU1066051811.HKD","BK4588","TSLY","BK4534","BK1531","TSLZ","LU1674673691.USD","TSLQ","LU2462157665.USD","LU2471134952.CNY","TSLG","LU1674673428.USD","SG9999015978.USD","BK4511","LU2750360997.AUD","BK1144","LU2063271972.USD","LU2213496289.HKD","IE00B19Z8W00.USD","LU0466842654.USD","IE00B1XK9C88.USD","LU0708995401.HKD","LU1778281490.HKD","07766","002703","BK1258","LU0820561909.HKD","LU2456880835.USD","LU0689472784.USD","09366","LU2471134879.HKD","IE0034235303.USD","IE00BJLML261.HKD","BK4516","LU2357305700.SGD","TSLW","LU2471134523.USD","LU1861220033.SGD","TSYY","BK4555","TSII","LU2756315664.SGD","01316","LU1551013342.USD","LU2249611893.SGD","BK4551","GOOG","LU2403377893.USD","LU2750360641.GBP","07366","LU1861215975.USD","META","TEST","LU0345769631.USD","LU2108987350.USD","LU1429558221.USD","LU2360106780.USD","LU0823414478.USD","BK4598","LU0053666078.USD","IE00BSNM7G36.USD","LU0210536198.USD","LU1629891620.HKD","LU0672654240.SGD","IE00BWXC8680.SGD","LU1435385759.SGD","LU2326559502.SGD","BK0132","LU1232071149.USD","LU1366192091.USD","SG9999015952.SGD","LU0082616367.USD","LU0345770308.USD","BK4585","LU1861558580.USD","IE00B19Z8X17.USD","LU2360107168.USD","LU0227179875.USD","LU1551013425.SGD","LU0348723411.USD","TSDD","LU0820561818.USD","BK4612","TSL","LU0133085943.USD","BK4581","LU1066053197.SGD","BK4548","LU0097036916.USD","LU0234572021.USD","01057","LU0077335932.USD","TSLI","WRD","LU2756315318.SGD","LU0109391861.USD","BK4099","LU0056508442.USD","BK4604","BK4574","LU2420271590.USD","LU2417539215.USD","LU2023250330.USD","LU0823411888.USD","LU2236285917.USD","TSLT","LU1145028129.USD","LU1066051498.USD","TESL","00800","BK1509","BK4592","MSFT","LU0719512351.SGD","BK4550","AMZN","LU0820562030.AUD","LU0323591593.USD","LU1861559042.SGD","CRSH","TSLS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637088588","title":"智驾概念股早盘走势强劲 浙江世宝涨逾15%文远知行-W涨逾9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2637088588","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637088588?lang=zh_cn&edition=full","pubTime":"2026-05-21 09:55","pubTimestamp":1779328500,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 智驾概念股早盘走势强劲,截至发稿,浙江世宝(01057)上涨14.78%,报5.36港元;文远知行-W(00800)上涨9.40%,报19.79港元;佑驾创新(02431)上涨7.05%,报8.65港元;耐世特(01316)上涨7.16%,报5.09港元。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"597eac0720e8efc4e36c05d7b68ffb00","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-05-21/doc-inhyrmmv8270625.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["01316","BK1258","00800","BK4609","002703","BK0132","02431","BK1531","WRD","BK1104","BK4124","BK1229","BK0264","01057","BK1144"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636858478","title":"耐世特(01316)委任Robin Zane MILAVEC为全球首席运营官","url":"https://stock-news.laohu8.com/highlight/detail?id=2636858478","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636858478?lang=zh_cn&edition=full","pubTime":"2026-05-19 19:03","pubTimestamp":1779188595,"startTime":"0","endTime":"0","summary":"智通财经APP讯,耐世特(01316)公布,公司现任董事会执行董事、总裁兼首席技术官Robin Zane MILAVEC先生已获委任为全球首席运营官,除继续担任执行董事及总裁外,彼已不再担任公司首席技术官,自2026年5月16日起生效;彼现时职务为董事会执行董事、公司总裁兼全球首席运营官。此外,公司现任高级副总裁、首席战略官兼亚太区总裁李军先生已获委任为公司首席技术官,自2026年5月16日起生效;彼现时职务为公司高级副总裁、首席战略官、首席技术官兼亚太区总裁。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1443549.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1144","01316","LU0227179875.USD","BK1509"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633488509","title":"港股异动 | 汽配股逆市走高 龙虾上车引领座舱人机交互变革 机构建议关注智驾产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=2633488509","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633488509?lang=zh_cn&edition=full","pubTime":"2026-05-08 11:18","pubTimestamp":1778210294,"startTime":"0","endTime":"0","summary":"消息面上,2026北京车展上,“龙虾上车”火爆。以理想汽车为代表的造车新势力,以斑马智能为代表的智舱AI公司,以地平线为代表的智驾AI公司,以中科创达为代表的软件交付公司等,纷纷发布或亮相车载龙虾方案。伴随舱驾交互日益紧密,以及座舱AI日益成长的需求,叠加成本优势,舱驾成为大势所趋,供需两侧驱动下,产业有望持续升级。该行关注智驾产业链标的机会,感知、决策、执行以及运营环节均有望充分受益。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1439406.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0227179875.USD","BK1509","BK4585","VXUS","00425","01057","BK1589","00179","BK1144","SG9999002950.SGD","01316","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1147063577","title":"耐世特4月无新增发行或股份变动","url":"https://stock-news.laohu8.com/highlight/detail?id=1147063577","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1147063577?lang=zh_cn&edition=full","pubTime":"2026-05-07 16:16","pubTimestamp":1778141795,"startTime":"0","endTime":"0","summary":"耐世特(01316)于2026年5月7日公布截至2026年4月30日止的4月月报表。公告显示,公司法定股本维持在4,000,000,000股普通股,每股面值0.1港元,总额400,000,000港元,较上月底无变化。\n公司已发行普通股数量维持在2,509,824,293股,未发生新增发行、购回或注销,也无库藏股变动。期权方面,公告显示4月末可认购股份期权剩余526,740股,但当月并未因行使期权导致新股发行或库藏股转让。\n公司确认遵守香港联交所《上市规则》及其他相关法律法规。截至本月末,股本结构保持稳定,公告由公司秘书吴冠华签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01316"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1120277003","title":"耐世特2025年度收入稳增7.2%,净利润大幅提升并聚焦电动化与智能驾驶","url":"https://stock-news.laohu8.com/highlight/detail?id=1120277003","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1120277003?lang=zh_cn&edition=full","pubTime":"2026-04-24 18:15","pubTimestamp":1777025746,"startTime":"0","endTime":"0","summary":"耐世特在2025年度实现收入约4,584,217千美元,同比增长7.2%。受新增订单放量及多地区市场需求拉动,集团营收规模稳步扩大。毛利录得523,005千美元,同比提升16.6%,毛利率由2024年度的10.5%上升至11.4%,反映出成本控制及新项目投产对盈利水平的积极支撑。整体看,耐世特通过技术领先优势、业务多元化与稳健合规结构,为其在电动化与智能驾驶大趋势下的进一步发展奠定了基础。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"耐世特2025年度收入稳增7.2%,净利润大幅提升并聚焦电动化与智能驾驶","news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01316"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626192902","title":"耐世特(01316.HK)15名高管获授501.5万份奖励","url":"https://stock-news.laohu8.com/highlight/detail?id=2626192902","media":"中金财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626192902?lang=zh_cn&edition=full","pubTime":"2026-04-10 19:37","pubTimestamp":1775821021,"startTime":"0","endTime":"0","summary":"格隆汇4月10日丨耐世特(01316.HK)公告,公司十五名高级管理层成员合共获授予501.5万份奖励,其中3,761,429份为绩效计量单位,1,253,811份为限制性计量单位,该等计量单位相当于现金总值401.5万美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260410/32137353.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["01316","BK1509","LU0227179875.USD","BK1144"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1190432512","title":"耐世特3月股份变动月报表显示股本维持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1190432512","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1190432512?lang=zh_cn&edition=full","pubTime":"2026-04-09 16:16","pubTimestamp":1775722570,"startTime":"0","endTime":"0","summary":"耐世特汽车系统集团有限公司于2026年4月9日披露2026年3月股份变动月报表。公告显示,截至2026年3月31日,公司注册股本保持在4,000,000,000股,面值每股港币0.1元,注册股本总额4亿港元;已发行股本维持2,509,824,293股,未发生新增发行、购回或注销情况。此外,公司现存一项于2018年5月30日授出的股份期权激励计划,行使价为每股港币12.456元,目前尚有526,740股期权有效。公告中并未披露其他购回、注销或库存股份转让事项,表明公司股本整体结构稳定。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01316"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624852087","title":"【券商聚焦】东吴证券维持耐世特(01316)“买入”评级 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