Group 1 - The core point of the article is the appointment of Hervé Paul Gino BOYER as an executive director of the company, effective from November 12, 2025 [1]

Core Points - The company, NEXTEER (01316), announced the appointment of Mr. Hervé Paul Gino BOYER as an executive director, effective from November 12, 2025 [1] Company Summary - Mr. Hervé Paul Gino BOYER has been appointed as an executive director of NEXTEER [1] - The effective date of this appointment is set for November 12, 2025 [1] Industry Summary - No specific industry-related content is provided in the announcement [1]

Core Viewpoint - The company has announced the appointment of Hervé Paul Gino BOYER as an executive director, effective from November 12, 2025 [1] Group 1 - The appointment of Hervé Paul Gino BOYER is a strategic move for the company [1]

Nexteer Automotive Group Limited 耐世特汽車系統集團有限公司 （根 據 開 曼 群 島 法 例 註 冊 成 立 的 有 限 公 司） （股 份 代 號：1316） 董事名單與其角色與職能 丁峰濤 （首 席 執 行 官 兼 主 席） MILAVEC, Robin Zane BOYER, Hervé Paul Gino 非執行董事 雷自力 張文冬 喬 堃 獨立非執行董事 劉健君 王 斌 岳 雲 董 事 會 設 有 兩 個 委 員 會。下 表 載 列 每 名 董 事 會 成 員 在 該 等 委 員 會 擔 任 成 員 的 資 料： | 董事委員會 審核及合規委員會 薪酬及提名委員會 事 | 董 | | --- | --- | | 執行董事 | | | – – 丁峰濤 | | | MILAVEC, Robin Zane – – | | | BOYER, Hervé Paul Gino – – | | | 非執行董事 | | | – – 雷自力 | | | – M 張文冬 | | | M – 堃 | 喬 | | 獨立非執行董事 | | | – C 劉健君 | | | C M 斌 | 王 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 表 明 概 不 就 因 本 公 告 全 部 或 任 何 部 分 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任。 Nexteer Automotive Group Limited 耐世特汽車系統集團有限公司 （根 據 開 曼 群 島 法 例 註 冊 成 立 的 有 限 公 司） （股 份 代 號：1316） 除 上 文 披 露 者 外，BOYER先生確認概無其他根據聯交所證券上市規則第13.51(2) (h)條 至13.51(2)(v)條 須 予 披 露 之 資 料，亦 無 任 何 其 他 有 關 其 獲 委 任 的 事 宜 須 提 請 本 公 司 股 東 垂 注。 董事會謹藉此機會歡迎BOYER先 生 加 入 董 事 會。 承董事會命 耐世特汽車系統集團有限公司 主席及首席執行官 委任執行董事 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「本集團」）董 事 （「董 事」）會 ...

Investment Rating - The industry investment rating is maintained at "Outperform" [2] Core Insights - The report highlights the significant growth in the penetration rate of L2 and above assisted driving in China, which increased from 3.3% in 2019 to 63.6% by July 2025 [10] - The report emphasizes the importance of AI and robotics in the automotive sector, particularly focusing on Tesla's advancements in autonomous driving and robotaxi services [3][9] - The report identifies key investment opportunities in the automotive sector, particularly in companies with strong positions in intelligent driving and robotics [5] Summary by Sections Section: Autonomous Driving - The report notes that L2-level NOA penetration has reached a high level, while L3-level autonomous driving is still in the early stages, presenting a favorable investment window [4] - The penetration rate of L3/L4 autonomous driving is expected to see significant growth, with new models from companies like Huawei, Li Auto, and XPeng leading the charge [15] Section: Company Recommendations - Recommended companies in the parts sector include "Nexteer" and "Bertel" for their advantages in specific segments [5] - In the complete vehicle sector, "XPeng Motors," "Li Auto," and "Seres" are recommended for their rapid progress in smart technology [5] Section: Financial Projections - XPeng Motors is projected to achieve revenues of 935.9 billion, 1402.2 billion, and 1695.8 billion yuan for the years 2025, 2026, and 2027, respectively, with year-on-year growth rates of 129%, 50%, and 21% [32][33] - Seres is expected to generate revenues of 1796.6 billion, 2179.6 billion, and 2459.9 billion yuan for the years 2025, 2026, and 2027, with corresponding year-on-year growth rates of 23.75%, 21.32%, and 12.86% [60][61]

Core Viewpoint - The report maintains a "Buy" rating for Nexperia, anticipating a strong performance in Q4 2025 with the potential acquisition of a steering control order, supported by robust production in the Asia-Pacific region [1] Group 1: Investment Outlook - The "Buy" rating is upheld, with EPS forecasts for 2025-2027 set at $0.06, $0.08, and $0.10 respectively, based on comparable companies [1] - The target price is raised to HKD 9.45, using an exchange rate of 1 USD = 7.7 HKD, reflecting a 20x PE for 2025 [1] Group 2: Regional Performance - The Asia-Pacific region shows strong momentum, with multiple R-EPS models entering mass production in Q3 2025, including models from Li Auto and Chery [1] - The order contribution from the Asia-Pacific region is projected to account for 49% of total orders in the first three quarters of 2025, with an estimated total order value of $5 billion for the year [1] Group 3: Product Innovation - Nexperia is expected to secure another steering control order in Q4 2025, previously having received a contract from a global electric vehicle leader, supporting L4 autonomous driving and mobility as a service [1] - The introduction of an innovative direct-drive steering feel simulator enhances steering feedback and is designed for compact, lightweight applications, benefiting both consumers and manufacturers [1]

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10月31日 狀態: 新提交 公司名稱: 耐世特汽車系統集團有限公司 呈交日期: 2025年11月6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 40 ...

Core Viewpoint - NEXTEER (01316.HK) shares increased by nearly 4%, with a current price of 7.09 HKD and a trading volume of 11.5146 million HKD [2] Summary by Category - **Stock Performance** - NEXTEER shares rose by 3.81% to 7.09 HKD [2] - The trading volume reached 11.5146 million HKD [2]

Core Viewpoint - The stock of Nexperia (01316) has increased by nearly 4%, currently trading at HKD 7.09 with a transaction volume of HKD 11.5146 million, indicating positive market sentiment towards the company [1] Group 1: Orders and Revenue - Cathay Securities has reported that by Q3 2025, models such as Li Auto i6, i8, Zeekr 9X, and Chery Jetour G700 are expected to enter mass production, with the Asia-Pacific region contributing 49% of order value in the first three quarters of 2025, and an estimated total of USD 5 billion in orders for the year [1] - Nexperia secured new orders worth USD 1.5 billion in the first half of the year, including domestic and overseas business from Chinese automakers and dual small gear EPS and rear-wheel steering orders from European automakers, maintaining its annual order target of USD 5 billion [1] Group 2: Product Innovations - The company has introduced the Motion IQ software suite, which provides advanced vehicle dynamics features such as silent steering, hands-off detection, and road surface detection, serving as both a fault prediction software and a model-based software development tool to accelerate product launch and reduce costs [1] - An innovative direct-drive steering feel simulator has been launched, offering improved steering feel and suitable for compact, lightweight designs, supporting both low and high placement designs, benefiting consumers and manufacturers alike [1] Group 3: Future Prospects - The company anticipates more projects related to steer-by-wire technology in the second half of the year, following the previous acquisition of a steer-by-wire order from a global electric vehicle leader, which supports L4 level autonomous driving and mobility as a service [1]