Core Viewpoint - The stock of Nexperia (01316) has risen nearly 6%, reaching a new high of 7.64 HKD since February 2022, driven by favorable government policies and strong order growth in the automotive sector [1] Group 1: Government Policy Impact - The Ministry of Industry and Information Technology and eight other departments have issued the "Automotive Industry Stabilization Growth Work Plan (2025-2026)", promoting the industrial application of intelligent connected technology [1] - The plan includes pilot approvals for L3-level vehicle production and improvements in traffic safety and insurance regulations [1] Group 2: Market Position and Competitiveness - Nexperia holds over 50% of the global market share in steer-by-wire systems, with only a few competitors like Bosch and ZF achieving mass production [1] - The company is recognized for its leading steer-by-wire technology and is well-positioned to capitalize on industry trends [1] Group 3: Order Growth and Future Prospects - In the first half of the year, Nexperia secured new orders worth 1.5 billion USD, including contracts from Chinese and European automakers [1] - The company maintains its annual order target of 5 billion USD and is actively advancing steer-by-wire chassis development, enhancing its competitiveness [1] - Analysts expect Nexperia to secure more steer-by-wire related projects in the second half of the year [1]
港股异动 | 耐世特(01316)再涨近6% L3智驾迎来政策利好 公司领先布局线控产品