Core Viewpoint - The recent issuance of the "Automotive Industry Stabilization and Growth Work Plan (2025-2026)" is expected to boost the demand for steer-by-wire technology, benefiting companies like Nexperia, which is a leading Tier 1 supplier in this field [1] Group 1: Industry Developments - The new plan includes provisions for the approval of L3 level vehicle production, indicating a shift towards advanced autonomous driving technologies [1] - The demand for steer-by-wire systems is anticipated to increase rapidly alongside the penetration of higher-level autonomous driving [1] Group 2: Company Insights - Nexperia's stock has risen over 4%, currently trading at 7.98 HKD with a transaction volume of 337 million HKD, reflecting positive market sentiment [1] - Nexperia is recognized as a key player in the steer-by-wire market, benefiting from its strong first-mover advantage [1] - The company is positioned as a rare asset in the autonomous driving and Tesla supply chain, further enhancing its market appeal [1]
耐世特再涨超4% L3级自动驾驶获准入门票 特斯拉产业链近期利好不断