Core Viewpoint - Nextracker (01316) has seen a nearly 6% increase in stock price, currently trading at 6.63 HKD, with a transaction volume of 75.63 million HKD, driven by Tesla's recent announcements regarding its focus on autonomous driving and the Optimus project [1] Group 1: Tesla's Developments - Tesla has officially released the "Master Plan Part Four," emphasizing the importance of autonomous driving and the Optimus project as key future ventures [1] - The company has initiated a Robotaxi autonomous driving pilot in Austin, Texas, with plans to expand this service to the Bay Area and other states by the end of the year, indicating a shift from testing to commercial operation for its autonomous driving technology [1] Group 2: Nextracker's Business Prospects - Nextracker has secured steering orders from Tesla, Li Auto, and Zeekr, with deliveries set to begin in 2026, indicating strong future demand [1] - The company maintains deep collaborations with XPeng, Xiaomi, and GAC, suggesting significant growth potential in its steer-by-wire business [1] - According to GF Securities, Nextracker is currently in a profit recovery phase, with future profitability expected to improve through cost reduction and efficiency measures, alongside growth in higher-margin revenue from the Asia-Pacific region [1] - The company is accelerating the acquisition of high-level electric power steering, rear-wheel steering, and steer-by-wire orders, which may lead to a new cycle of profitability driven by product structure optimization [1]
耐世特再涨近6% 特斯拉宣布战略转向 公司已获多家车企线控转向订单