Stock Performance of Chinese OEMs: Chinese OEMs have seen a 1% decline in stock performance year-to-date, contrasting with a 6% increase in the MSCI China Index, primarily due to weak auto sales in the first quarter of 2026.
Impact of Government Policies: Despite updates to the automotive trade subsidy policy, passenger car demand remains pressured by factors like weak consumer confidence and a cautious buyer attitude, as noted by JPMorgan.
Shift in Competitive Landscape: The competitive environment in China's automotive industry is expected to transition from price wars to value creation, favoring companies that excel in autonomous driving, AI, cost control, and international expansion.
Investment Recommendations: JPMorgan forecasts a potential bottoming out for certain OEMs in Q2 2026 and suggests investors consider XPENG and NIO for potential gains, while remaining cautious about LI AUTO.
Wall Street analysts forecast 00175 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00175 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
Wall Street analysts forecast 00175 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00175 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 Buy
0 Hold
0 Sell
Current: 16.710
Low
Averages
High
Current: 16.710
Low
Averages
High
M Stanley
maintain
$150
2026-01-23
New
Reason
M Stanley
Price Target
$150
AI Analysis
2026-01-23
New
maintain
Reason
The article does not provide specific analyst ratings or detailed reasons for those ratings. It primarily lists stock performance, short selling data, and some related news without elaborating on the rationale behind any analyst ratings. If you need insights or analysis on specific stocks, please provide more context or specify which stock you are interested in.
CMBI
CMBI
downgrade
2026-01-22
New
Reason
CMBI
CMBI
Price Target
2026-01-22
New
downgrade
Reason
The analyst rating for GEELY AUTO (00175.HK) was set to "Buy" with a target price of HKD25 due to the broker's upbeat outlook on the company's earnings visibility and attractive valuation. This positive assessment contrasts with the lowered earnings forecasts for other automakers, indicating a strong belief in GEELY AUTO's potential despite the overall weaker market conditions for the automotive sector in China.
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CICC
CICC
maintain
$26
2026-01-06
Reason
CICC
CICC
Price Target
$26
2026-01-06
maintain
Reason
The analyst rating for Geely Auto (00175.HK) is based on several positive factors highlighted in the article. The key reasons for the "Outperform" rating include:
1. Strong Sales Growth: Geely logged passenger car sales of approximately 3.0246 million units in 2025, exceeding its original target of 3 million units, with a year-over-year growth of 39%. The company has set an ambitious target for 2026, aiming for a 14% increase in sales to 3.45 million units.
2. Positive Forecasts: The broker raised Geely's net profit forecasts for 2025 and 2026 by 3.2% and 8.9%, respectively, indicating confidence in the company's financial performance. Additionally, a new net profit forecast of RMB24.9 billion for 2027 was introduced.
3. Synergy and Profitability: The integration of Geely's brands (Geely, ZEEKR, and Lynk & Co) is expected to enhance production management and profitability through multi-brand synergy, which is anticipated to release stronger profit elasticity.
4. Upward Product Cycle: The article mentions an upward product cycle, which suggests that Geely is positioned to benefit from improved product offerings and market conditions.
These factors collectively support the analyst's decision to maintain an "Outperform" rating and a target price of HKD26 for Geely Auto.
CMSI
Overweight
initiated
2026-01-02
Reason
CMSI
Price Target
2026-01-02
initiated
Overweight
Reason
The analyst rating from Citi Research is based on the updated trade-in subsidy policy for passenger vehicles in China, which is expected to accelerate market consolidation in the entry-level vehicle segment. The report highlights that the new subsidies for FY2026 will be calculated as a percentage of the vehicle price, differing from the fixed amounts in 2025. This change is anticipated to benefit larger automakers like BYD, Geely, and GWMotor, which have scale advantages and better cost control compared to smaller competitors. Additionally, the unchanged subsidies for commercial trucks and city buses are expected to benefit companies like Yutong Bus and Sinotruk. Overall, the analysis suggests a positive outlook for certain automakers in the context of the new subsidy structure.
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.
