January–February vehicle exports continue to maintain a high level of activity; stay alert to potential opportunities in Hong Kong Stock Connect auto ETFs like E Fund (159121) and other related products.

GateUser-bd883c58 · 2026-04-08T07:04:45+00:00

As of the close, multiple auto-related indexes fell, but China’s automobile exports from January to February increased year over year by 48.4%, with new energy vehicles seeing growth of more than 50%. Overseas markets are becoming more accepting of Chinese brands, which is expected to help sustain high growth even if the pace of electrification slows down.

GateUser-bd883c58

2026-04-08 07:04:45

Abstract generation in progress

As of the close, the CSI Automotive Parts Theme Index fell 0.9%, the Hang Seng Hong Kong Stock Connect Auto Theme Index fell 1.0%, and the CSI Smart Electric Vehicle Index fell 2.2%.

In terms of the news, from January to February, China’s vehicle exports grew 48.4% year over year, continuing the high level of buoyancy. Among them, exports of new energy vehicles grew by more than 50% year over year, contributing the majority of incremental gains. Overseas markets’ acceptance of Chinese brands has continued to improve, and some automakers have already formed brand premiums in regions such as Southeast Asia and the Middle East. During the window period when automakers in the U.S. and Europe are slowing their electrification pace, China’s vehicle exports are expected to maintain high growth, driving both profit recovery and a double rebound in valuation for vehicle and auto-parts companies.

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