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<Research>JPM: BYD COMPANY, GEELY AUTO, LEAPMOTOR to Ride on Rising Overseas Revenue Contribution
JPMorgan raised its forecast for Chinese OEMs' market share in Western Europe to 20% by 2028, from its previous estimate of 10-15% by 2030. The broker viewed China's auto e...
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<Research>JPM: BYD COMPANY, GEELY AUTO, LEAPMOTOR to Ride on Rising Overseas Revenue Contribution
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JPMorgan raised its forecast for Chinese OEMs' market share in Western Europe to 20% by 2028, from its previous estimate of 10-15% by 2030. The broker viewed China's auto exports are structural in nature and will increasingly dominate global investor narratives.

JPMorgan said overseas markets are expected to account for about 30-60% of revenue for certain Chinese automakers in 2026, while volume contribution may represent only about 15-30%, reflecting higher ASP and margins overseas. All else equal, automakers with larger overseas production capacity were expected to benefit the most. BYD COMPANY (01211.HK)  0.000 (0.000%)    Short selling $413.81M; Ratio 20.201%   , GEELY AUTO (00175.HK)  -0.120 (-0.561%)    Short selling $218.14M; Ratio 16.867%   and LEAPMOTOR (09863.HK)  -0.740 (-1.622%)    Short selling $115.09M; Ratio 26.919%   , which is expanding overseas through cooperation with Stellantis, are seen as best positioned.

Related News JPM Upbeat on BYD COMPANY (01211.HK) Citing Three New Positives: Domestic Sales Guidance Beats, Overseas Sales Upside, New Models to Drive Marked Profit Improvement
JPMorgan reiterated its preference for BYD COMPANY, GEELY AUTO, LEAPMOTOR, XPENG-W and NIO-SW (09866.HK)  +1.640 (+3.394%)    Short selling $82.54M; Ratio 30.945%   , while maintaining a cautious view on SAIC MOTOR (600104.SH)  -0.230 (-1.729%)   , GAC GROUP (02238.HK)  -0.040 (-1.460%)    Short selling $6.97M; Ratio 20.866%   , BRILLIANCE CHI (01114.HK)  -0.040 (-1.342%)    Short selling $4.75M; Ratio 12.097%   and LI AUTO-W (02015.HK)  +3.200 (+4.345%)    Short selling $348.47M; Ratio 16.017%   . The broker lately downgraded CHANGAN AUTOMOBILE (000625.SZ)  -0.190 (-2.090%)   to Underweight.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-14 16:25.) (A Shares quote is delayed for at least 15 mins.)

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