Stock│ Rating│ Target Price

(1) Consumption downgrade winner
BYD COMPANY (01211.HK)  +1.300 (+1.044%)    Short selling $973.71M; Ratio 36.327%   │Outperform│$160
MIDEA GP(000333.SZ)  +1.050 (+1.472%)   │Outperform│RMB103
POP MART (09992.HK)  -9.000 (-3.620%)    Short selling $1.44B; Ratio 14.727%   │Outperform│$223
Yum China(YUMC.US)      │Outperform│US$52

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(2) Technology in-sourcing
XPENG-W (09868.HK)  +0.700 (+0.976%)    Short selling $388.91M; Ratio 29.524%   │Outperform│$93
BYD ELECTRONIC (00285.HK)  +0.400 (+1.347%)    Short selling $64.77M; Ratio 16.540%   │Outperform│$53.2 ENVICOOL(002837.SZ)  -1.670 (-5.522%)   │Outperform│RMB36.9
ASMPT (00522.HK)  +0.700 (+1.337%)    Short selling $20.89M; Ratio 23.006%   │Outperform│$68

(3) Advanced manufacturing
XIAOMI-W (01810.HK)  +1.000 (+1.885%)    Short selling $685.92M; Ratio 14.481%   │Outperform│$69.32
INOVANCE TECH(300124.SZ)  -0.100 (-0.161%)   │Outperform│RMB74.2
SUNNY OPTICAL (02382.HK)  +2.500 (+3.990%)    Short selling $308.62M; Ratio 24.851%   │Outperform│$112.7
SHUANGHUAN DRIVELINE(002472.SZ)  -0.490 (-1.593%)   │Outperform│RMB43.5

(4) Energy self-sufficiency
CATL (300750.SZ)  -1.840 (-0.760%)   │Outperform│RMB320
CNNC(601985.SH)  -0.110 (-1.158%)   │Outperform│RMB11.01
DONGFANG ELEC (01072.HK)  -0.600 (-4.348%)    Short selling $9.10M; Ratio 10.451%   │Outperform│$17.9
SINOPEC CORP (00386.HK)  0.000 (0.000%)    Short selling $171.53M; Ratio 17.365%   │Outperform│$5.1
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-06-20 16:25.) (A Shares quote is delayed for at least 15 mins.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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