Stock│ Rating│ Target Price

(1) Consumption downgrade winner
BYD COMPANY (01211.HK)  +0.300 (+0.241%)    Short selling $984.44M; Ratio 38.146%   │Outperform│$160
MIDEA GP(000333.SZ)  +0.500 (+0.701%)   │Outperform│RMB103
POP MART (09992.HK)  -14.200 (-5.712%)    Short selling $413.96M; Ratio 6.485%   │Outperform│$223
Yum China(YUMC.US)      │Outperform│US$52

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(2) Technology in-sourcing
XPENG-W (09868.HK)  +0.100 (+0.139%)    Short selling $356.82M; Ratio 30.386%   │Outperform│$93
BYD ELECTRONIC (00285.HK)  +0.250 (+0.842%)    Short selling $49.98M; Ratio 10.266%   │Outperform│$53.2 ENVICOOL(002837.SZ)  -1.660 (-5.489%)   │Outperform│RMB36.9
ASMPT (00522.HK)  +0.550 (+1.051%)    Short selling $14.49M; Ratio 19.773%   │Outperform│$68

(3) Advanced manufacturing
XIAOMI-W (01810.HK)  +0.300 (+0.566%)    Short selling $790.90M; Ratio 16.042%   │Outperform│$69.32
INOVANCE TECH(300124.SZ)  -0.140 (-0.226%)   │Outperform│RMB74.2
SUNNY OPTICAL (02382.HK)  +2.350 (+3.751%)    Short selling $327.02M; Ratio 37.252%   │Outperform│$112.7
SHUANGHUAN DRIVELINE(002472.SZ)  -0.320 (-1.040%)   │Outperform│RMB43.5

(4) Energy self-sufficiency
CATL (300750.SZ)  -1.910 (-0.789%)   │Outperform│RMB320
CNNC(601985.SH)  -0.050 (-0.526%)   │Outperform│RMB11.01
DONGFANG ELEC (01072.HK)  -0.380 (-2.754%)    Short selling $17.20M; Ratio 18.232%   │Outperform│$17.9
SINOPEC CORP (00386.HK)  +0.020 (+0.495%)    Short selling $282.66M; Ratio 25.412%   │Outperform│$5.1
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-06-19 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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