股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 呈交日期: 2025年9月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01316 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 4,000,000,000 | HKD | | 0.1 | HKD | | 400,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 4,000,000,000 | HKD | | 0.1 | HKD | | 400,000,000 | 本月底法定/註冊股本總額： HKD 400,000,000 FF301 致：香港交易 ...

值得注意的是，耐世特已获得特斯拉、理想、极氪等车企线控转向订单，在26年开始交付。且与小鹏、 小米、广汽等保持深度合作，未来线控转向业务发展空间大。此外，广发证券指出，公司当前仍处于盈 利恢复阶段，后续盈利能力进一步提升有望依赖于降本增效措施的持续推进；盈利性更好的亚太区收入 增长、收入占比提升；公司正加速获得高级别电动助力转向、后轮转向及线控转向订单，有望凭借产品 结构的优化再次新一轮盈利向上周期。 耐世特(01316)再涨近6%，截至发稿，涨5.24%，报6.63港元，成交额7563.35万港元。 消息面上，特斯拉近日正式发布《宏图计划第四篇章》，马斯克表示，公司将把自动驾驶和Optimus视 为未来最重要的事业。据悉，在自动驾驶商业化进程上，特斯拉也已迈出实质性步伐。目前，特斯拉已 在美国得州奥斯汀启动Robotaxi自动驾驶试点，并计划年底前将这一服务扩大至湾区及其他州。这意味 着特斯拉的无人驾驶技术即将从测试阶段迈入商业化运营阶段。 ...

智通财经APP获悉，耐世特(01316)再涨近6%，截至发稿，涨5.24%，报6.63港元，成交额7563.35万港 元。 值得注意的是，耐世特已获得特斯拉、理想、极氪等车企线控转向订单，在26年开始交付。且与小鹏、 小米、广汽等保持深度合作，未来线控转向业务发展空间大。此外，广发证券指出，公司当前仍处于盈 利恢复阶段，后续盈利能力进一步提升有望依赖于降本增效措施的持续推进；盈利性更好的亚太区收入 增长、收入占比提升；公司正加速获得高级别电动助力转向、后轮转向及线控转向订单，有望凭借产品 结构的优化再次新一轮盈利向上周期。 消息面上，特斯拉近日正式发布《宏图计划第四篇章》，马斯克表示，公司将把自动驾驶和Optimus视 为未来最重要的事业。据悉，在自动驾驶商业化进程上，特斯拉也已迈出实质性步伐。目前，特斯拉已 在美国得州奥斯汀启动Robotaxi自动驾驶试点，并计划年底前将这一服务扩大至湾区及其他州。这意味 着特斯拉的无人驾驶技术即将从测试阶段迈入商业化运营阶段。 ...

智通财经APP获悉，东吴证券发布研报称，2025年汽车智能化或是拐点之年。城市NOA(L3智能化核心 体验)普及是推动智能化成为消费者购车前三考虑因素的力量。目前根据"引领车企新车周期—终端草根 调研—爆款车型验证"体系将紧密跟踪"L3智能化渗透率"2025-2027年从10%-50%-80%+的变化过程。整 车未来或分为三类公司： B端Robotaxi运营+ C端个性化品牌+整车高端制造。建议关注VLA/下一代智驾 架构上车及渗透率和买单意愿等。 2)关于渗透率和买单意愿：7月城市NOA级智能化渗透率达到23.2%，环比+0.9pct，维持较好水平。问 界M8全系标配城区NCA，交付持续上量；小鹏MONA M03 Max推动供给侧智驾持续加速，小鹏智能化 渗透率超70%；理想总体城市NOA智驾渗透率为59.4%，环比-2.2pct，略有回落。 3)汽车智能化是淘汰赛模式，强者恒强。整车未来或分为三类公司： B端Robotaxi运营+ C端个性化品牌 +整车高端制造。零部件或分为两类公司：模块化供应商+单一品类供应商。 8月智能化总结：关键词或为新一代底层架构迭代效果体现 1)关于VLA/下一代智驾架构上车： ...

(Z:\09. IR\166301 Nexteer IR25\Cover\Nexteer IR25 full Cover) 㖐儛䥗Ⓒ 根據開曼群島法例註冊成立的有限公司 ⬭栆㒿䟴 㞃⻤₵⮩⏒▥ 㟅⏴⪉䮝 ㇆▥ 䱠㔏檧⏗⦿⇜ ⏔⒕Ⓒ䞷⮶怷╱ ✛㔤彖俓⚗嵎㠃 ⎹▥ 㒟㦻俟㱚 㦘指㝖⦿㻑 㟅律✛勾䥮 ₼⦚✛ 㠿咗ゑ⫃ 8.9mm 目錄 | 公司簡介 | 02 | | --- | --- | | 公司資料 | 04 | | 業務概覽 | 05 | | 財務摘要 | 14 | | 管理層討論及分析 | 15 | | 企業管治╱其他資料 | 27 | | 簡明合併中期財務資料審閱報告 | 33 | | 簡明合併中期資產負債表 | 34 | | 簡明合併中期利潤表 | 36 | | 簡明合併中期綜合收益表 | 37 | | 簡明合併中期權益變動表 | 38 | | 簡明合併中期現金流量表 | 39 | | 簡明合併中期財務資料附註 | 40 | 耐世特汽車系統集團有限公司 二零二五年中期報告 02 公司簡介 公司簡介 耐世特汽車系統集團有限公司（本公司），連同其附屬公司，統稱我們、我們的、耐世特、耐世特汽車或本集團。耐世 ...

Group 1 - A new company, Nissin Brake (Changshu) Co., Ltd., has been established with a registered capital of 20 million USD [1] - The legal representative of the new company is Li Jun [1] - The business scope includes manufacturing and research of automotive parts and components, as well as wholesale of automotive parts [1] Group 2 - Nissin Brake (Changshu) Co., Ltd. is wholly owned by Nissin (China) Investment Co., Ltd. [1]

Group 1 - The establishment of NEXTEER Automotive Parts (Changshu) Co., Ltd. has been officially registered with a legal representative named Li Jun and a registered capital of 20 million USD [1][2] - The company's business scope includes manufacturing and research of automotive parts and components, as well as wholesale of automotive parts [1][2] - NEXTEER Automotive Parts (Changshu) Co., Ltd. is wholly owned by NEXTEER (China) Investment Co., Ltd. [1][2] Group 2 - The company is classified under the automotive manufacturing industry and is registered as a foreign-owned limited liability company [2] - The business registration was completed on August 26, 2025, with an operational period extending until August 26, 2055 [2] - The registered address is located at 168 Hongqiao Road, Bixi Street, Changshu City, Jiangsu Province [2]

Core Viewpoint - A new company, NEXTEER Automotive Parts (Changshu) Co., Ltd., was established on August 26, with a registered capital of 20 million USD, focusing on the manufacturing and research of automotive parts and components [1] Company Information - The legal representative of the newly established company is Li Jun [1] - NEXTEER Automotive Parts (Changshu) Co., Ltd. is wholly owned by NEXTEER (China) Investment Co., Ltd. [1] Business Scope - The company's business scope includes manufacturing and research of automotive parts, as well as wholesale of automotive components [1]

Group 1 - Automotive parts stocks saw significant gains, with Minth Group rising 7.11% to HKD 34.64, Nexperia up 6.16% to HKD 6.89, and Delta Electronics increasing 5.27% to HKD 28.74 [1] - A report from China Merchants Securities highlights a noticeable off-season in the car market for July, attributed to sales overreach in June and temporary subsidy interruptions in some regions. However, a new batch of national subsidies amounting to 68 billion is expected to boost the market towards the end of August [1] - The upcoming World Robot Conference is anticipated to act as a catalyst for the robotics industry and related sectors, with a focus on companies that have significant product deliveries and ongoing order fulfillment [1] Group 2 - According to Minsheng Securities, BYD's entire model lineup will feature advanced driving capabilities, with models priced around 200,000 expected to be a major growth area for advanced driving technology. The year 2025 is projected to be a turning point for equal access to intelligent driving [1] - Tesla's Full Self-Driving (FSD) has surpassed 3 billion miles in cumulative mileage, with version 13 achieving parking-to-parking functionality. The rapid growth of Tesla's AI computing power is providing strong support for model training [1] - There is optimism regarding the growth potential in the intelligent driving domain, cockpit domain control, and steer-by-wire chassis sectors [1]

Group 1 - Automotive parts stocks saw significant gains, with Minth Group rising 7.11% to HKD 34.64, Nexperia up 6.16% to HKD 6.89, and Delta Electronics increasing 5.27% to HKD 28.74 [1] - According to a report from China Merchants Securities Hong Kong, July showed clear signs of a seasonal downturn in the automotive market, influenced by sales overreach in June and temporary subsidy interruptions in some regions [1] - The central government has allocated an additional 68 billion yuan in subsidies, which is expected to help the market recover towards the end of August, transitioning into a peak season [1] Group 2 - Minsheng Securities highlighted that BYD's entire model lineup will feature advanced driving capabilities, with models priced around 200,000 yuan expected to be a major growth area for advanced driving technology [1] - Tesla's Full Self-Driving (FSD) has accumulated over 30 billion miles, with the V13 version achieving parking-to-parking functionality, indicating rapid growth in AI computing power for model training [1] - The potential for growth in domains such as intelligent driving domain control, cockpit domain control, and drive-by-wire chassis is viewed positively [1]