港股異動 | 耐世特(01316.HK)大漲超13%創7個月新高 市場需求強勁業績持續恢復
格隆匯10月16日丨耐世特(01316.HK)大幅拉昇至13.36%,報6.28港元創7個月新高價,暫成交5601萬港元,總市值157.5億港元。公司數據顯示,第三季度北美市場4米輕型客車的生產量,環比增加了190%。 歐洲、南美洲和中東市場的輕型客車總量為1070萬輛,環比升104%。 據管理層的表述,耐世特在這兩大市場中的收入增長符合總體趨勢。展望四季度,約有10個新客户計劃即將推出。大和預計耐世特將在今年第四季度進一步恢復,因為美國對全尺寸卡車和新的EV(新能源汽車)/ADAS(高級駕駛輔助系統)機會的強勁需求,而耐世特可以在此基礎上獲得市場份額。維持“持有”評級。

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