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<Research>CMSI: CN Auto Sector Sees Significant Recovery in 2Q w/ Focus on Structural Excavation
The darkest period for China's auto industry has passed, with a significant QoQ recovery in 2Q and a slower industry price war, according to CMSI's research report.CMSI sug...
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<Research>CMSI: CN Auto Sector Sees Significant Recovery in 2Q w/ Focus on Structural Excavation
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The darkest period for China's auto industry has passed, with a significant QoQ recovery in 2Q and a slower industry price war, according to CMSI's research report.

CMSI suggested that investment strategy should shift from stock game to structural excavation, and favored premiumization, overseas growth and incremental opportunities from HEV breakthroughs.

Related News HSBC Research Favors BYD COMPANY (01211.HK), GEELY AUTO (00175.HK), XPENG-W (09868.HK), NIO-SW (09866.HK) and CATL (03750.HK); Exports Offset Weak Domestic Demand
Among automakers, the broker's top pick is GEELY AUTO (00175.HK)  -0.020 (-0.103%)    Short selling $122.54M; Ratio 16.004%   on its huge earnings elasticity from premiumization, which also supports sales and brand strength in the mid- to low-end segments. Moreover, CMSI also preferred BYD COMPANY (01211.HK)  +1.050 (+1.160%)    Short selling $681.35M; Ratio 40.780%   , XPENG-W (09868.HK)  +2.000 (+3.300%)    Short selling $327.56M; Ratio 26.631%   and LEAPMOTOR (09863.HK)  +0.680 (+1.619%)    Short selling $89.10M; Ratio 33.768%   .

Among auto parts stocks, CMSI believed that MINTH GROUP (00425.HK)  +1.080 (+2.877%)    Short selling $30.67M; Ratio 18.529%   continues to advance new businesses such as humanoid robotics and liquid cooling, and investors should monitor 2Q orders and project implementation progress, which could provide mid- to long-term growth flexibility.

For FUYAO GLASS (03606.HK)  +0.700 (+1.230%)    Short selling $17.37M; Ratio 17.470%   , the rationale behind its rising average selling prices continued to materialize, with strengthened global footprint and resilient profitability. The broker was also positive on WEICHAI POWER (02338.HK)  +2.020 (+5.166%)    Short selling $128.47M; Ratio 12.379%   in expanding into the new AIDC segment.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-22 16:25.)

Related NewsXPENG-W (09868.HK) Surges Over 7% as Citi Says GX to Capture Market Share from LI AUTO-W L8

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