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Thursday, January 29th, 2026
Market Updates

China Auto Sector 2026 Outlook: Top Picks, Export Growth & Robotics Opportunities 1

Posted on January 28, 2026 at 2:36 pm (GMT+8)

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Broker Name: DBS

Date of Report: Not Specified

Excerpt from DBS report.

  • Report Summary:
  • DBS expects domestic passenger vehicle retail sales in China to decline by 4% in 2026, recommending investment in domestic market share winners such as Geely, XPeng, and Leapmotor due to their strong product portfolios.
  • Exports and robotics are highlighted as key growth drivers, with Geely, XPeng, and BYD seen as leading beneficiaries from export momentum, and XPeng positioned as a prime robotics proxy; Leapmotor also offers upside from product upgrades and overseas expansion.

Above is an excerpt from a report by DBS. Clients of DBS can be the first to access the full report from the DBS website: https://www.dbs.com

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