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港股異動 | 耐世特(1316.HK)持續拉昇反彈 自階段低位累升40%
格隆匯 06-04 11:02
格隆匯6月4日丨耐世特(1316.HK)連續拉昇上揚,5月中旬以來累計反彈40%。現漲5.7%。報11.12港元,總市值279億港元。公司2021年新訂單中,電動車相關訂單佔比79%(遠高於2020年20%的佔比水平),公司預計2021年將在全球新投產約40個項目。興業證券認為,伴隨2020年新項目在2021年貢獻完整收入以及2021年新項目投產,公司業績有望繼續實現穩健增長。考慮到耐世特未來在電動智能領域的成長性,該行預計公司2021-2023年利潤分別為2.28億美元、2.93億美元和3.40億美元。
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