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

智通财经APP获悉，国元国际发布研报称，预测耐世特(01316)2026~2028年收入分别为48.96（+6.8%）、52.53（+7.3%）和56.47（+7.5%）亿美元，归母净利润1.55（+52%）、1.89（+21.9%）和2.28（+20.5%）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...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2637394507?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-05-22 15:45","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2637394507","market":"hk","top_or_hot":-1,"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","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，国元国际发布研报称，预测耐世特(01316)2026~2028年收入分别为48.96（+6.8%）、52.53（+7.3%）和56.47（+7.5%）亿美元，归母净利润1.55（+52%）、1.89（+21.9%）和2.28（+20.5%）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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1445010.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<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</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-22 15:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1445010.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，国元国际发布研报称，预测耐世特(01316)2026~2028年收入分别为48.96（+6.8%）、52.53（+7.3%）和56.47（+7.5%）亿美元，归母净利润1.55（+52%）、1.89（+21.9%）和2.28（+20.5%）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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1445010.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"01316","symbol_name":"耐世特","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1445010.html","article_id":"2637394507","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2637394507","pubTimestamp":1779435957,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"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。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"01316":"耐世特"},"translate_title":"Guoyuan International: Give Nexteer (01316) a \"Buy\" Rating New Products and New Customers to Layer a Solid Growth Foundation","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01316":1.5},"content_text":"智通财经APP获悉，国元国际发布研报称，预测耐世特(01316)2026~2028年收入分别为48.96（+6.8%）、52.53（+7.3%）和56.47（+7.5%）亿美元，归母净利润1.55（+52%）、1.89（+21.9%）和2.28（+20.5%）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。国元国际主要观点如下：事件2026年Q1公司线控转向项目顺利投产，实现新产品和新客户双突破公司历史上首个线控转向产品于一季度正式投产，搭载于理想品牌迄今最高规格的量产车型L9 Livis，提供了包含方向盘后方上执行器与底盘下执行器在内的完整线控转向解决方案，该车型已于5月中正式投放市场。公司还首次成功投产大众中国专属电动平台车型与众08的REPS产品，实现了在大众体系内EPS业务的实质性突破。2026年Q1新增订单16亿美金年内有望获得更多SbW新增订单机会一季度公司获得16亿美元订单，同比2025年同期的8亿美元实现翻倍增长。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。区域订单结构：一季度超半数订单来自北美市场，主要为现有燃油车/混动平台业务的生命周期延长订单，进一步巩固了公司在北美市场的核心地位；亚太方面，公司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，并在一家现有的中国整车厂实现了CEPS业务突破。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。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2637394507","isCrawlerRequest":true}

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

精彩评论

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