Guotai Haitong: Rising oil prices boost overseas demand for new energy vehicles, optimistic about domestic brands going global

2026-03-26 07:56:03

People’s Financial News, March 26 — Guotai Haitong Securities research report states that in this oil price cycle, the economic advantages of HEV (Hybrid Electric Vehicles), PHEV (Plug-in Hybrid Electric Vehicles), and BEV (Pure Electric Vehicles) are expanding, which is expected to drive increased penetration in high oil price regions. Domestic brands may face export opportunities. According to CAAM data, from January to February 2026, China’s passenger car exports increased by 53.3% year-on-year, and new energy vehicle exports increased by about 110% year-on-year. With high global oil prices in March acting as a catalyst, the full-year export outlook for new energy vehicles is expected to be revised upward. Recommended core targets among domestic brands with export potential.

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