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

智通财经APP获悉，耐世特(01316)涨超3%，截至发稿，涨2.81%，报5.13港元，成交额2522.76万港元。

瑞银发布研报称，耐世特管理层在2026年亚洲投资会议上透露，公司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。

瑞银指出，耐世特的SbW订单已陆续为理想L9 Livis及Tesla 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%。

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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

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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