消息面上，据耐世特官网消息，8月11日，耐世特汽车系统推出了用于智能运动控制的 MotionIQ™软件 套件。MotionIQ基于全球超过1.15亿辆汽车所采用的成熟算法设计而成，将线控底盘控制、开发和车辆 健康监测工作流程整合到一个套件中，有助于整车厂加快产品上市速度，同时提高质量和成本效益。耐 世特全新软件套件包含三个产品系列，分别为 MotionIQ/Control™、MotionIQ/Dev™ 以及 MotionIQ/Health™，它们协同运作，可实现精准运动控制、加速底盘开发以及先进的预测性维护。 据公司方面介绍，随着整车厂采用更集中化的电子电气(E/E)架构来支持其软件定义汽车(SDV)平台，他 们越来越多地进行自研软件开发，其中包括将关乎品牌核心的功能植入车辆子系统。耐世特目前正与多 家全球整车厂合作开展的多个电动助力转向和线控转向量产项目中已提供解耦的转向软件。这种方式使 整车厂能够自主掌控特色的转向功能，加快其软件定义汽车的上市速度。 智通财经APP获悉，耐世特(01316)再涨超3%，截至发稿，涨3.48%，报6.84港元，成交额4607.46万港 元。 ...

Core Viewpoint - Nastec (01316.HK) has seen a stock price increase, reaching a near one-year high, indicating positive market sentiment towards the company and its growth potential in the automotive technology sector [1] Company Overview - Nastec Automotive Systems Group is a global leader in motion control technology, focusing on safe, green, and exciting mobility solutions [1] - The company's innovative product and technology portfolio includes electric and hydraulic power steering systems, steer-by-wire systems, steering columns and intermediate shafts, drivetrains, electric drives, and software solutions [1] - Nastec serves over 60 customers, including major automotive manufacturers such as BMW, Ford, General Motors, Renault-Nissan-Mitsubishi, Stellantis, Toyota, Volkswagen, as well as manufacturers in India and China [1] Market Trends - The company addresses motion control challenges posed by major trends such as electrification, software/connectivity, advanced driver-assistance systems (ADAS), autonomous driving, and shared mobility [1]

Core Viewpoint - Nexperia (01316) shares rose nearly 10%, with a current increase of 8.38% to HKD 6.47, driven by positive market expectations ahead of its mid-term earnings announcement on August 13 [1] Company Summary - Nexperia is expected to report a mid-term revenue increase of 7% to 8% year-on-year, reaching USD 2.25 billion, primarily benefiting from a surge in sales in the Asia-Pacific region and less severe demand disruptions in non-Asia-Pacific regions than anticipated [1] - The projected net profit for the period is estimated to be between USD 40 million and USD 50 million [1] Industry Summary - The automotive market views Tesla's Cybertruck as the first mass-produced model featuring steer-by-wire technology, while NIO's ET9 is recognized as the first domestic model to adopt this technology [1] - Many automotive companies are conducting in-depth research into steer-by-wire technology, with expectations that models equipped with this technology will begin to ramp up production starting in 2026 [1] - Key players in the steering market, including ZF, Nexperia, Bosch, JTEKT, and Schaeffler, are actively engaging in research and development for steer-by-wire systems, positioning Nexperia as a leading Tier 1 supplier with a strong technological advantage [1]

Group 1 - Nexperia's stock rose nearly 10%, reaching HKD 6.47 with a trading volume of HKD 84.52 million [1] - Nexperia's board meeting on August 13 will approve mid-term performance, with expected revenue growth of 7% to 8% year-on-year, reaching USD 2.25 billion, driven by a surge in sales in the Asia-Pacific region [1] - Net profit for the period is anticipated to be between USD 40 million and USD 50 million [1] Group 2 - The automotive market views Tesla's Cybertruck as the first mass-produced model with steer-by-wire technology, while NIO's ET9 is the first in China [1] - Many automotive companies are researching steer-by-wire technology, with a forecast that models equipped with this technology will gradually increase in volume starting in 2026 [1] - Major suppliers, including ZF, Nexperia, Bosch, JTEKT, and Schaeffler, are actively developing steer-by-wire solutions, with Nexperia having a strong technological advantage as a leading Tier 1 supplier [1]

呈交日期: 2025年8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 400,000,000 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7月31日 狀態: 新提交 致：香港交易及結算所有限 ...

格隆汇8月1日丨耐世特(01316.HK)公告，公司将于2025年8月13日(星期三)举行董事会会议，藉以(其中 包括)考虑及批准公司及其附属公司截至2025年6月30日止6个月的中期业绩及其发布，并考虑派发中期 股息(如有)，以及处理其他事项。 ...

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 明 確 表 示，概 不 對 因 本 公 告 全部或任何部份內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 Nexteer Automotive Group Limited 主席及首席執行官 雷自力 香 港，二 零 二 五 年 八 月 一 日 於 本 公 告 日 期，本 公 司 的 執 行 董 事 為 雷 自 力 先 生（主 席 及 首 席 執 行 官）及Robin Zane MILAVEC先 生；非 執 行 董 事 為 丁 峰 濤 先 生、張 文 冬 女 士 及 喬 堃 先 生；及 獨 立 非 執 行 董 事 為 劉 健 君 先 生、王 斌 博 士 及 岳 雲 先 生。 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） 董事會會議日期 耐世特汽車系統集團有限公司（「本公司」）董事會（「董事會」）謹 此 宣 佈，本 公 司 將於二零二五年八月十三日（星 期 三）舉 行 董 事 ...

Key Points - The top three companies with net inflows from southbound funds are Xiaomi Group-W (01810) with 1.665 billion, Tencent Holdings (00700) with 830 million, and Alibaba-W (09988) with 747 million [1] - The companies with the highest net outflows are Pop Mart (09992) with -354 million, China Life (02628) with -351 million, and Kingsoft Cloud (03896) with -300 million [1] - In terms of net inflow ratio, Qin Port Co. (03369) leads with 78.68%, followed by Reshaping Energy (02570) with 76.94%, and Cang Port Railway (02169) with 65.01% [1] - The companies with the highest net outflow ratios include Chongqing Rural Commercial Bank (03618) at -61.37%, Bank of China Aviation Leasing (02588) at -53.31%, and Swire Properties (01972) at -45.99% [1] Net Inflow Rankings - Xiaomi Group-W (01810) had a net inflow of 1.665 billion, representing a 12.37% increase [2] - Tencent Holdings (00700) saw a net inflow of 830 million, with an 8.94% increase [2] - Alibaba-W (09988) recorded a net inflow of 747 million, reflecting a 10.60% increase [2] - The highest net inflow was observed in CSPC Pharmaceutical Group (01093) with 654 million and a 21.81% increase [2] Net Outflow Rankings - Pop Mart (09992) experienced a net outflow of -354 million, with a -10.47% decrease [2] - China Life (02628) had a net outflow of -351 million, reflecting a -11.90% decrease [2] - Kingsoft Cloud (03896) recorded a net outflow of -300 million, with a -24.18% decrease [2] - Meituan-W (03690) also saw a significant outflow of -291 million, representing a -5.32% decrease [2] Net Inflow Ratio Rankings - Qin Port Co. (03369) leads with a net inflow ratio of 78.68% and a net inflow of 340,000 [3] - Reshaping Energy (02570) follows with a net inflow ratio of 76.94% and a net inflow of 10.53 million [3] - Cang Port Railway (02169) has a net inflow ratio of 65.01% with a net inflow of 4.3967 million [3] - Other notable companies include Meizhong Jiahe (02453) with a 61.71% net inflow ratio [3] Net Outflow Ratio Rankings - Chongqing Rural Commercial Bank (03618) has the highest net outflow ratio at -61.37% with a net outflow of -1.04 billion [3] - Bank of China Aviation Leasing (02588) follows with a net outflow ratio of -53.31% and a net outflow of -15.3728 million [3] - Swire Properties (01972) has a net outflow ratio of -45.99% with a net outflow of -29.4662 million [3]

Group 1 - Tesla concept stocks in Hong Kong experienced a downturn, with BYD Company Limited (01211.HK) falling over 3% [1] - Other stocks such as Ganfeng Lithium Co., Ltd. (01772.HK), Nextracker Inc. (01316.HK), and Xinbang Holdings (01571.HK) also declined [1] - Elon Musk indicated that the robotaxi project in the San Francisco Bay Area is awaiting regulatory approval, with a potential launch in one to two months [1]

Core Insights - The autonomous vehicle (AV) market is projected to reach a potential size of $1.2 trillion by 2040, covering various sectors including automotive, trucking, logistics, agriculture, and mining [1][7] - Currently, commercial AV deployment is scaling, with 7 cities globally offering commercial robotaxi services and an additional 20 cities set to launch soon [1][7] - The report encompasses companies with a combined market capitalization of approximately $10 trillion, highlighting their strategies in AV technology development and market share competition [1][3] Market Overview - The AV market is expected to grow from $137 billion in 2024 to $1.2 trillion by 2040, with significant compound annual growth rates (CAGR) across various sectors [7] - The automotive sector alone is anticipated to reach $686.89 billion by 2040, with a CAGR of 14.6% from $78.08 billion in 2024 [10] - The trucking sector is projected to grow to $353.52 billion by 2040, with a CAGR of 14.5% [10] Key Companies and Their Roles - Major players in the OEM sector include companies like Caterpillar, Deere, Daimler Truck, and Toyota, all of which are investing in AV technologies and partnerships [4][9] - Chinese companies such as Xiaomi and XPeng are also significant, with Xiaomi focusing on LiDAR technology and XPeng developing the XNGP system for nationwide deployment [8][10] - In the software domain, companies like Google (Waymo) and Baidu (Apollo Go) are leading in AV commercialization, with Waymo planning to provide 250,000 paid rides weekly by 2025 [8][10] Technology and Innovation - The semiconductor sector plays a crucial role in AV development, providing essential capabilities such as AI training and sensor processing [11] - Key semiconductor companies include Nvidia, Qualcomm, and Mobileye, with Nvidia expected to generate $1.7 billion in automotive revenue by 2025 [11] - LiDAR technology is dominated by companies like Hesai and RoboSense, with significant revenue growth projected in the coming years [8][11] Future Projections - By 2030, it is estimated that 10% of Deere's revenue will come from recurring sources related to AV solutions in agriculture and construction [9] - Daimler Truck's Torc system is expected to contribute $1.5 billion in profit by 2035, representing 30% of its adjusted EBIT in 2024 [9] - Horizon Robotics anticipates that 97% of its revenue will come from AV-related solutions by 2024, with significant market share growth expected by 2030 [9][10]