线控转向车型放量

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耐世特午后涨近10% 本周三将发中期业绩 机构称公司有望受益线控转向车型放量
Zhi Tong Cai Jing· 2025-08-11 07:04
Core Viewpoint - Nexperia (01316) shares rose nearly 10%, with a current increase of 8.38% to HKD 6.47, driven by positive market expectations ahead of its mid-term earnings announcement on August 13 [1] Company Summary - Nexperia is expected to report a mid-term revenue increase of 7% to 8% year-on-year, reaching USD 2.25 billion, primarily benefiting from a surge in sales in the Asia-Pacific region and less severe demand disruptions in non-Asia-Pacific regions than anticipated [1] - The projected net profit for the period is estimated to be between USD 40 million and USD 50 million [1] Industry Summary - The automotive market views Tesla's Cybertruck as the first mass-produced model featuring steer-by-wire technology, while NIO's ET9 is recognized as the first domestic model to adopt this technology [1] - Many automotive companies are conducting in-depth research into steer-by-wire technology, with expectations that models equipped with this technology will begin to ramp up production starting in 2026 [1] - Key players in the steering market, including ZF, Nexperia, Bosch, JTEKT, and Schaeffler, are actively engaging in research and development for steer-by-wire systems, positioning Nexperia as a leading Tier 1 supplier with a strong technological advantage [1]