China's Auto Sector in a Geopolitical Bind -- Market Talk

Dow Jones

12 hours ago

0246 GMT - China's auto sector faces mounting geopolitical pressures, with Europe demanding tech transfers for new investments and China restricting such transfers, UOB Kay Hian analysts Ken Lee and Bella Lu say in a note. They view the EU's proposal as unlikely to pass in its current form, though first movers with approved projects in Europe would benefit if the policy is implemented. Beijing's tighter smart-driving access rules will likely improve safety and strengthen global trust in Chinese brands, favoring established companies such as BYD, Geely and XPeng, while weighing on struggling brands such as Li Auto. UOB maintains its market weight rating on the sector, preferring auto parts manufacturers, OEMs and dealers. Its top picks are CATL and Geely, while its top sells are BYD and Li Auto. (jason.chau@wsj.com)

(END) Dow Jones Newswires

October 20, 2025 22:46 ET (02:46 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/news/2577811579"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2577811579\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2577811579?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-10-21 10:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2577811579","market":"other","top_or_hot":-1,"title":"China's Auto Sector in a Geopolitical Bind -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0246 GMT - China's auto sector faces mounting geopolitical pressures, with Europe demanding tech transfers for new investments and China restricting such transfers, UOB Kay Hian analysts Ken Lee and Bella Lu say in a note. They view the EU's proposal as unlikely to pass in its current form, though first movers with approved projects in Europe would benefit if the policy is implemented. Beijing's tighter smart-driving access rules will likely improve safety and strengthen global trust in Chinese brands, favoring established companies such as <a href=\"https://laohu8.com/S/BYDDY\">BYD</a>, <a href=\"https://laohu8.com/S/00175\">Geely</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng</a>, while weighing on struggling brands such as <a href=\"https://laohu8.com/S/LAAOF\">Li Auto</a>. UOB maintains its market weight rating on the sector, preferring auto parts manufacturers, OEMs and dealers. Its top picks are <a href=\"https://laohu8.com/S/300750\">CATL</a> and Geely, while its top sells are BYD and Li Auto. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 20, 2025 22:46 ET (02:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's Auto Sector in a Geopolitical Bind -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina's Auto Sector in a Geopolitical Bind -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-21 10:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0246 GMT - China's auto sector faces mounting geopolitical pressures, with Europe demanding tech transfers for new investments and China restricting such transfers, UOB Kay Hian analysts Ken Lee and Bella Lu say in a note. They view the EU's proposal as unlikely to pass in its current form, though first movers with approved projects in Europe would benefit if the policy is implemented. Beijing's tighter smart-driving access rules will likely improve safety and strengthen global trust in Chinese brands, favoring established companies such as <a href=\"https://laohu8.com/S/BYDDY\">BYD</a>, <a href=\"https://laohu8.com/S/00175\">Geely</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng</a>, while weighing on struggling brands such as <a href=\"https://laohu8.com/S/LAAOF\">Li Auto</a>. UOB maintains its market weight rating on the sector, preferring auto parts manufacturers, OEMs and dealers. Its top picks are <a href=\"https://laohu8.com/S/300750\">CATL</a> and Geely, while its top sells are BYD and Li Auto. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 20, 2025 22:46 ET (02:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0856984785.SGD","symbol_name":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2577811579","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2577811579","pubTimestamp":1761014760,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0246 GMT - China's auto sector faces mounting geopolitical pressures, with Europe demanding tech transfers for new investments and China restricting such transfers, UOB Kay Hian analysts Ken Lee and Bella Lu say in a note. They view the EU's proposal as unlikely to pass in its current form, though first movers with approved projects in Europe would benefit if the policy is implemented. Beijing's tighter smart-driving access rules will likely improve safety and strengthen global trust in Chinese brands, favoring established companies such as BYD, Geely and XPeng, while weighing on struggling brands such as Li Auto. UOB maintains its market weight rating on the sector, preferring auto parts manufacturers, OEMs and dealers. Its top picks are CATL and Geely, while its top sells are BYD and Li Auto. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"80175":"吉利汽车-R","81211":"比亚迪股份-R","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","BK4555":"新能源车","SG9999002620.SGD":"LionGlobal South East Asia SGD","BK1522":"燃料电池","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1521":"挪威政府全球养老基金持仓","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","SG9999001135.SGD":"United ASEAN Fund SGD","002594":"比亚迪","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU1839390173.USD":"JPM ASEAN EQUITY \"A\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BYDDY":"比亚迪ADR","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0084288322.USD":"Natixis Asia Equity RD USD","BK1589":"北水核心资产","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","BK0188":"融资融券","00175":"吉利汽车","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","BK6516":"银行与投资服务概念","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","HYDD.SI":"BYD HK SDR 10to1","GELYY":"吉利汽车ADR","BK1610":"ETF&股票定投概念","BK6112":"综合性银行","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","01211":"比亚迪股份-一百","U11.SI":"大华银行","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","LU2238330802.EUR":"AZ EQUITY - ASEAN COUNTRIES \"AAZ\" (EUR) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","BK4099":"汽车制造商"},"translate_title":"中国汽车行业陷入地缘政治困境——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80175":0.6,"81211":0.6,"002594":0.9,"U11.SI":0.9,"00175":0.9,"01211":0.9,"BYDDY":0.6,"EVS.SI":0.6,"GELYY":0.6,"HYDD.SI":0.6},"content_text":"0246 GMT - China's auto sector faces mounting geopolitical pressures, with Europe demanding tech transfers for new investments and China restricting such transfers, UOB Kay Hian analysts Ken Lee and Bella Lu say in a note. They view the EU's proposal as unlikely to pass in its current form, though first movers with approved projects in Europe would benefit if the policy is implemented. Beijing's tighter smart-driving access rules will likely improve safety and strengthen global trust in Chinese brands, favoring established companies such as BYD, Geely and XPeng, while weighing on struggling brands such as Li Auto. UOB maintains its market weight rating on the sector, preferring auto parts manufacturers, OEMs and dealers. Its top picks are CATL and Geely, while its top sells are BYD and Li Auto. (jason.chau@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 20, 2025 22:46 ET (02:46 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}