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《大行》大和大幅上調耐世特(01316.HK)目標價至6元 維持「跑贏大市」評級
阿思達克 06-27 15:03
大和發表報告表示,上調對耐世特(01316.HK)目標價,由3.1元上調至6元,維持「跑贏大市」評級。該行上調對公司今明兩年每股盈利預測23%至25%,反映強於預期的中國業務擴張,以及特斯拉Cybercab量產展望改善。 該行指,特斯拉計劃未來數周在奧斯汀派出更多自動駕駛的士,並計劃明年生產自動駕駛的士車款Cybercab 200萬輛。作為特斯拉Cybercab當前唯一的線控轉向供應商,耐世特將從中受益。 此外,公司亦是比亞迪、小鵬、極氪、小米、理想、埃安和長汽核心轉向系統供應商,並向其他品牌擴展。公司正升級產品組合,供應平均售價更高的產品。
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