Group 1 - The core viewpoint of the article highlights the positive market response to Nextracker (耐世特), with its stock price increasing by 4.04% to HKD 7.98 and a trading volume of HKD 337 million [1] - The recently issued "Automotive Industry Stabilization and Growth Work Plan (2025-2026)" emphasizes the promotion of intelligent connected vehicles and conditional approval for L3 level vehicle production [1] - With the increasing prevalence of L3 and higher-level autonomous driving, the demand for steer-by-wire technology is expected to rise significantly, positioning Nextracker as a key player in this sector due to its strong first-mover advantage [1] Group 2 - Tesla's supply chain is experiencing positive developments, with CEO Elon Musk planning a technical evaluation of the AI5 chip design and upcoming meetings regarding AI/autonomous driving systems and vehicle production [1] - Nextracker is recognized as a leading global steering manufacturer and a rare investment opportunity within the autonomous driving and Tesla supply chain [1]
港股异动 | 耐世特(01316)再涨超4% L3级自动驾驶获准入门票 特斯拉产业链近期利好不断