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

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

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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