China’s automotive parts sector surged in Wednesday’s trading session, with Meichen Technology (300237), Disonli (603335), and Heli Technology (603917) among the stocks hitting the 10% daily limit. Quanfeng Automobile (603982), Xishang (605151), and Yingli Automobile (601279) also soared to their upper trading limits, while Xinrui Technology (300745) and Tongxin Transmission jumped over 10%.
The rally reflects renewed optimism in China’s EV supply chain, driven by stronger-than-expected June auto sales data and policy support for NEV adoption. Huayang Speed Transmission, Hengbo Co. (301225), Tenglong Co. (603158), New Aluminum Times (301613), and Ningbo Gaofa (603788) also posted solid gains, signaling broad-based demand for auto components.
Analysts attribute the momentum to restocking by automakers ahead of peak production seasons, though concerns linger over margin pressures from raw material costs. The sector’s performance suggests growing confidence in a second-half recovery for China’s automotive industry.
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