智通财经网·2025-09-29 07:16Group 1 - The stock of Nextracker (耐世特) rose over 8%, reaching a new high of 8.79 HKD since January 2022, with a trading volume of 185 million HKD [1] - Tesla's CEO Elon Musk announced the detailed rollout plan for the highly anticipated FSD V14 version, with the first deployment expected next week, followed by V14.1 and V14.2 [1] - Huayuan Securities believes that if the FSD V14 performs better than expected, it could further drive technological changes in the autonomous driving industry and enhance Tesla's Robotaxi business [1] Group 2 - Guozheng International stated that Nextracker is a leading player in global steering systems and a rare asset in the autonomous driving supply chain related to Tesla [1] - Industrial Securities highlighted that Nextracker has over a century of focus on automotive steering systems, with strong R&D and innovation capabilities, and is well-positioned to benefit from the automotive industry's transformation [1] - The company is expected to see continuous revenue growth and recovery in profitability due to new orders, new customer projects, and effective cost control measures [1]