CICC Reveals Top H-shares Picks for 2026 (Table)

Written by Emily J. Thompson, Senior Investment Analyst

00358+1.47%

00700-1.74%

00883+2.49%

Source: aastocks

Updated: Nov 10 2025

0mins

Source: aastocks

CICC H-Share Outlook: CICC released its H-share outlook report for 2026, highlighting top stock picks including Tencent, Alibaba, and China Mobile, with varying short selling ratios.
Stock Performance: Notable stock movements include Tencent's increase of 1.656%, Alibaba's rise of 0.937%, and significant declines in stocks like Netease and SMIC.
Short Selling Data: The report includes short selling data, with Tencent and Alibaba having high short selling ratios of over 21%, indicating investor caution.
Market Trends: CLSA anticipates a 21% year-over-year growth in Tencent's adjusted EBIT for Q3, reflecting positive expectations for the company's performance.

00358

$46.98+Infinity%1D

Analyst Views on 00358

Wall Street analysts forecast 00358 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00358 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

0 Analyst Rating

0 Buy

0 Hold

0 Sell

Current: 46.300

Low

Averages

High

Current: 46.300

Low

Averages

High

Citi

Buy

maintain

Al Analysis

2025-12-16

Reason

Citi

Price Target

Al Analysis

2025-12-16

maintain

Buy

Reason

The analyst rating for JIANGXI COPPER is maintained as a "Buy" due to the expectation of overall gross profit growth driven by increased prices for copper, gold, and sulfuric acid, despite anticipated declines in gross profit from its copper smelting business and long-term operational pressures. Additionally, Citi has raised its target price, indicating a positive outlook on the stock's valuation.

JPMorgan

Overweight

maintain

2025-12-04

Reason

JPMorgan

Price Target

2025-12-04

maintain

Overweight

Reason

JPMorgan's bullish outlook on copper prices and related stocks is driven by several factors: strong demand, severe supply disruptions, and reduced smelting capacity in China. The firm maintains an Overweight rating on ZIJIN MINING and CMOC due to their expected earnings growth and diversified assets in copper, gold, and cobalt. ZIJIN MINING is highlighted as a top pick because of its reasonable valuation. Conversely, an Underweight rating is assigned to JIANGXI COPPER due to persistently weak treatment and refining charges, along with slowed profit growth.

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Morgan Stanley

initiated

2025-11-26

Reason

Morgan Stanley

Price Target

2025-11-26

initiated

Reason

The analyst rating from Morgan Stanley is based on the expectation that the strict limitations on new copper smelting capacity and the planned shutdown of approximately 2 million tons of illegally constructed copper smelting capacity in China will positively impact copper prices. This, in turn, is anticipated to benefit major copper producers, leading to an expected rise in the share prices of JIANGXI COPPER and CMOC within the next 15 days, with a probability of 70-80% for this scenario. Consequently, Morgan Stanley rated both stocks as Overweight, with target prices set at $37.3 for JIANGXI COPPER and $18.6 for CMOC.

UBS

upgrade

$50

2025-10-15

Reason

UBS

Price Target

$50

2025-10-15

upgrade

Reason

The analyst rating from UBS is based on the adjustment of copper price forecasts due to tightening industry fundamentals. This tightening is attributed to several factors: reduced production guidance from Indonesia's Grasberg mine, accidents at the Kamoa Kakula mine in the Democratic Republic of Congo and Chile's El Teniente mine, and protests in Peru. These issues are expected to exacerbate short-term supply risks for copper mines, leading to an increase in earnings estimates for companies like ZIJIN MINING, CMOC, and JIANGXI COPPER, all of which were rated as "Buy."

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

CICC Reveals Top H-shares Picks for 2026 (Table)

Analyst Views on 00358

About the author

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