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<Research>CLSA Envisions BYD COMPANY, GEELY AUTO to Benefit From Energy Efficiency Serving as Structural Driver
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The automobile and glass industries are being reshaped into new cyclical dynamics by structural forces, CLSA wrote in its research report. In the automobile sector, structurally higher fuel prices are driving a global shift in demand structure toward electric vehicles, with energy efficiency becoming a structural driver of car purchases. Cost-competitive Chinese automakers, including BYD COMPANY (01211.HK), GEELY AUTO (00175.HK), and CHERY AUTO (09973.HK), are expected to be the primary beneficiaries. In the glass industry, demand has remained resilient despite adjustments in the real estate market. The accelerated pace of cold repair operations has pushed operating capacity down to historical lows, while higher profitability thresholds for furnace restarts have strengthened supply discipline. This enhances earnings visibility for industry leaders like XINYI GLASS (00868.HK), KIBING GROUP (601636.SH), and CSG A (000012.SZ). Auto-translated by AI AASTOCKS Financial News |
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