Monthly portfolio 2026-07 · confirmed

config v1 · equal-weight · long-only · benchmark: equal-weight watchlist + 2845.HK (Global X China EV & Battery ETF)

18 holdings · ev_oem 10autonomy 6battery 2
tickernamesectorweightcompositethesis / risk
9868.HK XPENG-W ev_oem 11.1% 1.31 Xpeng's restart of its push into the Australian market with new models and a revamped sales strategy could lead to increased sales and revenue growth.
⚠ The company is subject to increased regulatory scrutiny, which could lead to additional costs and negatively impact its financial performance.
9868.HK XPENG-W ev_oem 11.1% 1.30 XPENG-W's resilient NEV sales despite a decline and its ability to navigate regulatory scrutiny could lead to a positive outlook
⚠ The recall of its flagship MPV model and increased regulatory scrutiny may lead to additional costs and negatively impact the company's financials
0175.HK GEELY AUTO ev_oem 11.1% 1.28 GEELY AUTO's new product launches and expansion into growing segments could drive sales growth and improve its market position
⚠ The impact of new product launches on overall sales is uncertain and may not meet expectations
6880.HK MOMENTA-W autonomy 11.1% 1.13 Momenta's expansion into the robovan business and receipt of a Level 4 autonomous-driving testing permit in Germany could increase its revenue and market share.
⚠ The company's growth prospects may be hindered by intense competition in the autonomy sector.
1810.HK XIAOMI-W ev_oem 11.1% 0.84 Xiaomi's launch of new product series with competitive pricing and upcoming Sky Nomad launch could drive sales growth and increase its market share.
⚠ The company's defense of EREV timing may not be sufficient to mitigate potential risks and challenges in the EV market.
1810.HK XIAOMI-W ev_oem 11.1% 0.75 XIAOMI-W's expansion into extended-range vehicles and competitive specs could increase its market share and drive growth
⚠ Increased competition from new models, such as Voyah's, may negatively impact XIAOMI-W's sales and market share
7687.HK EACON autonomy 11.1% 0.71 EACON's successful IPO and award win could indicate a positive trajectory and increasing recognition
⚠ The lack of financial impact from the award win and the routine nature of the IPO process may limit the stock's upside
0175.HK GEELY AUTO ev_oem 11.1% 0.71 Geely Auto's new model launches, including Zeekr's, could help sustain sales momentum and drive revenue growth.
⚠ The company may be impacted by industry-wide challenges and increased competition in the EV market.
9866.HK NIO-SW ev_oem 11.1% 0.53 NIO-SW's resilient NEV sales, market share gain, and strong sales momentum could lead to a positive outlook
⚠ The decline in NEV sales, although resilient compared to internal-combustion-engine vehicles, may still negatively impact the company's financials
6880.HK MOMENTA-W autonomy 11.1% 0.49 MOMENTA-W's expansion into new market segments and permits for robotaxi trials could drive growth and increase its market position
⚠ The company's ability to execute and scale its new initiatives is uncertain and may not meet expectations
7687.HK EACON autonomy 11.1% 0.45 Eacon's successful IPO and award win could lead to increased investor confidence and improved financial performance.
⚠ The company's growth prospects may be limited by the lack of clear direction and financial impact from recent events.
9866.HK NIO-SW ev_oem 11.1% 0.40 Nio's strategic investment in CXMT and rise in stock price on positive sector news could lead to increased sales and revenue growth.
⚠ The company's NEV sales decline may be a sign of underlying challenges and increased competition in the EV market.
2015.HK LI AUTO-W ev_oem 11.1% 0.06 LI AUTO-W's expansion into new markets, delivery milestones, and new model launches could drive sales and revenue growth
⚠ The company's ability to execute its product overhaul and drive sales with its new L6 model is uncertain and may not meet expectations
9973.HK CHERY AUTO ev_oem 11.1% -0.15 Chery Auto's new model launch and increase in overseas robot deliveries could drive sales growth and increase its market share.
⚠ The company's growth prospects may be limited by the lack of clear direction and financial impact from recent events.
3750.HK CATL battery 11.1% -0.53 CATL's routine disclosure of interim financials and dividend payment could indicate a stable financial position
⚠ The lack of surprise or direction in the interim financials and the potential for future disruptions in the battery market may limit the stock's upside
3750.HK CATL battery 11.1% -1.13 CATL's share buyback plan and supplier agreements could lead to increased investor confidence and improved financial performance.
⚠ The company's growth prospects may be hindered by intense competition in the battery sector and potential supply chain disruptions.
9660.HK HORIZONROBOT-W autonomy 11.1% -1.87 HORIZONROBOT-W's intention to issue convertible bonds may provide necessary funding for growth initiatives
⚠ The potential dilution for existing shareholders and lack of transparency on the terms and use of proceeds may negatively impact the stock's value
9660.HK HORIZONROBOT-W autonomy 11.1% -2.36 Horizon Robotics' completion of a sizable convertible bond issue and supplier agreements could lead to increased financial flexibility and improved growth prospects.
⚠ The company's growth prospects may be limited by the lack of clear direction and financial impact from recent events.

Weights are equal by design; the composite score drives selection, the LLM writes thesis/risk. Set conviction (tilt/veto) on a name's desk, then Re-construct. Return vs. benchmarks accrues once a second month exists.