Core Viewpoint - The stock of Nextracker (耐世特) has seen an increase of nearly 4%, currently trading at 7.09 HKD with a transaction volume of 11.5146 million HKD, indicating positive market sentiment towards the company [1] Group 1: Orders and Revenue - According to Guotai Junan, several models including Li Auto i6, i8, Zeekr 9X, and Chery Jetour G700 are expected to enter mass production by Q3 2025, with the Asia-Pacific region contributing 49% of order value in the first three quarters of 2025, and an estimated total of 5 billion USD in orders for the year [1] - In the first half of the year, Nextracker secured new orders worth 1.5 billion USD, including domestic and overseas business from Chinese automakers and orders for dual small gear EPS and rear-wheel steering from European automakers, maintaining its annual order target of 5 billion USD [1] Group 2: Product Innovations - Nextracker has introduced the Motion IQ software suite in August, which provides advanced vehicle dynamics features such as silent steering, hands-off detection, and road surface detection, serving as both a fault prediction tool and a model-based software development tool to accelerate product launch and reduce costs [1] - The company has also developed an innovative direct-drive steering feel simulator, which enhances steering feel and is suitable for compact, lightweight designs, supporting both low and high placement designs, benefiting both consumers and manufacturers [1] Group 3: Future Prospects - The company is expected to secure more projects related to steer-by-wire technology in the second half of the year, following its previous success in obtaining a steer-by-wire order from a global electric vehicle leader, which supports L4 level autonomous driving and mobility as a service [1]
港股异动 | 耐世特(01316)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