Ninety-one stocks have received high-frequency ratings from institutions since November, and the automotive industry is the most favored.
According to statistics, as of the close of November 10th, a total of 59 institutions have made 2150 "buy" ratings since this month, covering a total of 1031 stocks. Looking at individual stocks, a total of 91 stocks have received ratings from 5 or more institutions this month, with BYD, Shanxi Fenjiu, Haier Smart Home, and Jifeng shares leading the way with 13, 12, 11, and 10 ratings respectively. BYD achieved a net profit attributable to shareholders of 23.333 billion yuan in the first three quarters, a 7.55% year-on-year decrease, with a net profit attributable to shareholders of 7.823 billion yuan in the third quarter, a 23.08% increase from the previous quarter, showing a slight improvement in profitability. The company stated that by October 2025, the total installed capacity of the company's new energy vehicle power batteries and energy storage batteries will exceed 230GWh, a year-on-year increase of over 55%.
In terms of industry distribution, the automotive industry has the highest level of institutional attention, with a total of 11 stocks receiving ratings from 5 or more institutions, followed closely by the food and beverage, textile and apparel, electronics, and household appliances industries with 9, 7, 6, and 6 stocks respectively. In the first three quarters of this year, China's automotive industry continued to develop positively. In September, automobile production and sales reached 3.276 million and 3.226 million units respectively, with month-on-month increases of 16.4% and 12.9%, and year-on-year increases of 17.1% and 14.9% respectively. In September, China's automobile production and sales both exceeded 3 million units for the first time in history for the same period.
The momentum of automobile exports is strong, with Chen Shihua, Deputy Secretary-General of the China Association of Automobile Manufacturers, recently stating that based on the current development trend of the country's automobile industry, the annual automobile exports in 2025 are expected to exceed 6.5 million units, and the cumulative sales of new energy vehicles will exceed 16 million units, surpassing expectations for the overall performance of the vehicle market.
Latest

