Hong Kong-Listed Chinese Companies Expected to Focus on Keeping Market Share -- Market Talk

Dow Jones01-12

1022 GMT - Hong Kong-listed Chinese companies will likely focus on maintaining their market shares while keeping subsidy costs in check, HSBC analyst Charlene Liu says in a research note. HSBC highlights the electric-vehicle sector as a key focus area for offshore earnings growth in 2026, with its auto team expecting resilient EV demand as market penetration rates rise and subsidies remain in place. The bank also expects robotaxi commercialization to accelerate as major players roll out aggressive fleet expansion plans in China. Valuations of H shares remain reasonable, with stocks trading at a meaningful discount to the broader region. While A shares still command a premium, the gap has narrowed significantly, the bank adds, noting it has no clear preference between the two. (jason.chau@wsj.com)

(END) Dow Jones Newswires

January 12, 2026 05:22 ET (10:22 GMT)

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HSBC highlights the electric-vehicle sector as a key focus area for offshore earnings growth in 2026, with its auto team expecting resilient EV demand as market penetration rates rise and subsidies remain in place. The bank also expects robotaxi commercialization to accelerate as major players roll out aggressive fleet expansion plans in China. Valuations of H shares remain reasonable, with stocks trading at a meaningful discount to the broader region. While A shares still command a premium, the gap has narrowed significantly, the bank adds, noting it has no clear preference between the two. 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