Core Viewpoint - The stock of Nexperia (01316) has increased by nearly 4%, currently trading at HKD 7.09 with a transaction volume of HKD 11.5146 million, indicating positive market sentiment towards the company [1] Group 1: Orders and Revenue - Cathay Securities has reported that by Q3 2025, models such as Li Auto i6, i8, Zeekr 9X, and Chery Jetour G700 are expected to enter mass production, with the Asia-Pacific region contributing 49% of order value in the first three quarters of 2025, and an estimated total of USD 5 billion in orders for the year [1] - Nexperia secured new orders worth USD 1.5 billion in the first half of the year, including domestic and overseas business from Chinese automakers and dual small gear EPS and rear-wheel steering orders from European automakers, maintaining its annual order target of USD 5 billion [1] Group 2: Product Innovations - The company has introduced the Motion IQ software suite, which provides advanced vehicle dynamics features such as silent steering, hands-off detection, and road surface detection, serving as both a fault prediction software and a model-based software development tool to accelerate product launch and reduce costs [1] - An innovative direct-drive steering feel simulator has been launched, offering improved steering feel and suitable for compact, lightweight designs, supporting both low and high placement designs, benefiting consumers and manufacturers alike [1] Group 3: Future Prospects - The company anticipates more projects related to steer-by-wire technology in the second half of the year, following the previous acquisition of a steer-by-wire order from a global electric vehicle leader, which supports L4 level autonomous driving and mobility as a service [1]
耐世特涨近4% 线控转向有望于四季度再获定点 公司维持全年50亿美元订单目标不变