China's Auto Industry Challenges: UBS highlights that despite a 19% sales growth target for China's auto industry, challenges such as reduced stimulus, increased taxes, and rising commodity prices may hinder domestic demand and profit margins.
Focus on Export and Technology: Investors are advised to target companies with overseas expansion capabilities and strengths in intelligent technology, as the export market becomes vital for growth, especially with agreements on EV pricing with the EU and reduced tariffs from Canada.
Company Strategies for Growth: GWMOTOR plans to export 600,000 cars in 2026, while SINOTRUK aims to enter the Brazilian and European markets, reflecting a strategic shift towards international markets.
Investment Preferences: UBS favors companies involved in autonomous driving and intelligent technology, such as WERIDE-W, PONY-W, and HESAI-W, as well as automakers like BYD and GWMOTOR with strong global market presence.
Wall Street analysts forecast 00425 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00425 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 00425 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00425 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: 38.900
Low
Averages
High
Current: 38.900
Low
Averages
High
Citi
Buy
initiated
$46
2026-01-22
New
Reason
Citi
Price Target
$46
AI Analysis
2026-01-22
New
initiated
Buy
Reason
The analyst rating of "Buy" for MINTH GROUP is based on several key factors highlighted in the Citi report. Firstly, the initiation of a 90-day upside catalyst watch suggests that Citi anticipates positive developments in the near term. The report indicates that large-scale deliveries of AI liquid cooling products likely began in January, which could lead to increased revenue for the company. Additionally, Citi expects MINTH GROUP to secure further orders in the AI liquid cooling sector, indicating strong demand for its products. Furthermore, the reintroduction of a subsidy policy in Germany is seen as a potential upside risk to the company's sales in Europe, further supporting the positive outlook. The target price of HKD46 reflects these optimistic projections.
JPMorgan
JPMorgan
maintain
$70
2025-12-12
Reason
JPMorgan
JPMorgan
Price Target
$70
2025-12-12
maintain
Reason
The analyst rating for MINTH GROUP is Overweight, primarily due to the company's strong positioning in the market despite recent concerns over new tariffs on Chinese imports. JPMorgan's report indicates that MINTH GROUP's production in Mexico complies with USMCA, which minimizes the impact of potential additional US tariffs on Mexican imports. Additionally, the company has a robust global presence with over 50 production bases across 15 countries and extensive experience in overseas factory management, which positions it favorably amid de-globalization trends. The target price set by the broker is $70.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for 00425
Unlock Now
JPMorgan
JPMorgan
Overweight
maintain
$70
2025-11-06
Reason
JPMorgan
JPMorgan
Price Target
$70
2025-11-06
maintain
Overweight
Reason
The analyst rating for MINTH GROUP (00425.HK) is "Overweight," as maintained by JPMorgan. The reasons for this rating include the company's optimistic outlook on its battery housing business, which is expected to grow at a compound annual growth rate (CAGR) of about 30% until 2030. Additionally, the company has recently announced an employee stock incentive plan targeting key personnel in emerging fields, and it has secured its first orders for AI server liquid cooling products, indicating growth potential in new markets. Overall, JPMorgan estimates a CAGR of 15% in revenue for the company from the second half of 2025 to 2027, supporting their positive outlook and target price of $70.
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.
