Core Viewpoint - The release of the GB17675-2025 national certification standard for automotive steering systems marks a significant step towards the mass production of steer-by-wire (SBW) technology, which is expected to enhance vehicle design and functionality [1][5]. Group 1: Company Performance - NEXTEER (耐世特) shares rose by over 7%, with a current price of 6.44 HKD and a trading volume of 56.83 million HKD [1][5]. Group 2: Industry Standards - The new GB17675-2025 standard will replace the GB17675-2021 standard starting July 1, 2026, removing mandatory mechanical connection requirements and focusing on the safety and functional validation of new technologies like SBW and electric power steering (EPS) [1][5]. - The standard was drafted by multiple automotive companies, indicating industry collaboration in setting safety benchmarks [1]. Group 3: Market Implications - According to Guotai Junan Securities, the introduction of this national certification standard is a crucial precursor for the mass production of steer-by-wire systems, which offer advantages such as improved cabin space, support for L3 and higher levels of autonomous driving, variable steering ratios, and enhanced steering comfort [1][5]. - Under the new standard, steer-by-wire technology is expected to achieve successful mass production, positioning NEXTEER as a leading player in the steering system market [1].
耐世特早盘涨逾7% 机构看好线控转向有望顺利量产