2026 China Conference (H): Day 1: Key conference takeaways

Research evidence excerpt

2026 China Conference (H): Day 1: Key conference takeaways

APR - Autos Coverage Cluster

Investment rating Company BofA Ticker Bloomberg symbol Analyst

Honda Motor HNDAF 7267 JP Shiro Sakamaki

Hyundai Motor HYMLF 005380 KS KJ Hwang

Isuzu Motors ISUZF 7202 JP Shiro Sakamaki

Joyson XQMWF 600699 CH Fiona Liang

Joyson XJYSF 699 HK Fiona Liang

Kia Corp KIMTF 000270 KS KJ Hwang

Koito Manufacturing KOTMF 7276 JP Shiro Sakamaki

Leapmotor ZJLMF 9863 HK Ming Hsun Lee, CFA

Mahindra & Mahindra (M&M) XKQRF MM IN Gunjan Prithyani

Minth MNTHF 425 HK Fiona Liang

Nexteer NTXVF 1316 HK Joey Yang, CFA

NHK Spring NHKGF 5991 JP Shiro Sakamaki

Ninebot XNLTF 689009 CH Joey Yang, CFA

Ningbo Tuopu XNCGF 601689 CH Joey Yang, CFA

Pony AI PONY PONY US Ming Hsun Lee, CFA

Pony AI XNPYF 2026 HK Ming Hsun Lee, CFA

RoboSense RBSTF 2498 HK Joey Yang, CFA

Seres XSRSF 601127 CH Joey Yang, CFA

Seres XSGLF 9927 HK Joey Yang, CFA

Shenzhen Kedali XWCSF 002850 CH Jessie Lo

Shuanghuan Driveline XZSHF 002472 CH Fiona Liang

Sona Comstar XBNXF SONACOMS IN Gunjan Prithyani

Stanley Electric STAEF 6923 JP Shiro Sakamaki

Sumitomo Rubber Industries SMTUF 5110 JP Shiro Sakamaki

Suzuki Motor SZKMF 7269 JP Shiro Sakamaki

Tata Motors CV XTMCF TMCV IN Gunjan Prithyani

Toyota Motor TOYOF 7203 JP Shiro Sakamaki

Toyota Motor TM TM US Shiro Sakamaki

WeRide WRD WRD US Ming Hsun Lee, CFA

WeRide WRDIF 800 HK Ming Hsun Lee, CFA

Wuxi Lead XZSRF 300450 CH Yikai Liu, CFA

Wuxi Lead XLFDF 470 HK Yikai Liu, CFA

Xingyu Automotive Lighting XLIXF 601799 CH Joey Yang, CFA

XPeng Inc XPEV XPEV US Ming Hsun Lee, CFA

XPeng Inc. XPNGF 9868 HK Ming Hsun Lee, CFA

Yadea YADGF 1585 HK Joey Yang, CFA

NEUTRAL

Aisin Corporation ASEKF 7259 JP Shiro Sakamaki

Bridgestone BRDCF 5108 JP Shiro Sakamaki

Bridgestone BRDCY BRDCY US Shiro Sakamaki