9月5日，苏州工业园区管委会与耐世特（中国）投资有限公司签署耐世特汽车系统亚太总部、研发 及智能制造项目合作备忘录。苏州市委书记刘小涛会见了耐世特汽车系统全球副总裁、亚太区总裁李军 一行，共同见证签约。 市委常委、苏州工业园区党工委书记沈觅参加活动。 李军对苏州给予耐世特的支持帮助表示感谢。他说，得益于当地完善的产业体系、丰富的人才资 源、良好的创新生态、一流的营商环境，耐世特在苏州的发展不断迈上新台阶。我们高度重视在苏州的 战略布局，将以新项目签约为契机，充分发挥耐世特产业化优势，加强与苏州产业链供应链创新链对接 合作，推动新能源与智能化技术迭代升级，助力中国汽车产业高质量发展。 会见中，刘小涛代表市委、市政府对耐世特给予苏州发展的支持表示感谢。他说，苏州高度重视汽 车产业发展，已构建整车、零部件、汽车电子、智能车联网等全产业链体系，加快推动汽车产业电动 化、智能化发展。耐世特新项目落地苏州，彰显了企业对苏州营商环境的认可、对苏州汽车产业的看 好。期待耐世特继续扩大在苏州投资布局，落地优质项目，强化本土创新，引育高端人才，拓展全球市 场，实现互利共赢。苏州将进一步强化企业创新主体地位，落实外企利润再投资等政 ...

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。 ...

Core Viewpoint - The automotive industry is on the brink of a revolution driven by smart technology, with 2025 expected to be a pivotal year for the adoption of Level 3 (L3) automation, particularly in urban environments [1][2]. Group 1: Automotive Smart Technology - L3 automation is anticipated to significantly influence consumer purchasing decisions, becoming one of the top three considerations when buying a car [1]. - The penetration rate of L3 automation is projected to increase from 10% in 2025 to over 80% by 2027, indicating a rapid adoption phase [1]. - The future automotive landscape is expected to be categorized into three types of companies: B-end Robotaxi operators, C-end personalized brands, and high-end vehicle manufacturers [2]. Group 2: Market Trends and Developments - In August, the penetration rate of urban NOA (Navigation on Autopilot) reached 23.2%, reflecting a month-on-month increase of 0.9 percentage points [3]. - Companies like Li Auto and XPeng are leading in smart technology adoption, with XPeng's smart technology penetration exceeding 70% and Li Auto's at 59.4%, despite a slight decline [3]. - The introduction of next-generation driving architectures, such as VLA, is being implemented in new models, enhancing the capabilities of smart driving systems [3]. Group 3: Investment Recommendations - The report suggests a focus on smart vehicles and related components, highlighting companies in both Hong Kong and A-share markets, such as XPeng Motors, Li Auto, BYD, and SAIC Motor [4]. - Investment opportunities are identified in AI chips, domain controllers, and electronic components, with specific companies recommended for each category [4].

(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]