Auto Stocks Rally in Week 13, New Energy Leads but Divergence Widens

In the 13th week of 2026, the 137 auto-related stocks tracked in the report rose by an average of 4.86%, reversing the previous week’s decline. All three major indices closed higher, with most auto-related sectors posting gains—only the dealers/retail/aftermarket segment edged down slightly by 0.43%. The new energy vehicle (NEV) sector led the rally with an 8.02% gain, staging a strong rebound; NEV stocks occupied five of the top ten spots in weekly gains. Lotus Technology surged 31.86% for the week, topping the gainers list, while Sunwoda and Luxshare Precision also delivered standout performances. Meanwhile, the losers’ list revealed growing sectoral divergence. Dealer stocks accounted for five of the ten worst performers, with companies like Changan Industry & Trade continuing their downward trend. King Long United Automotive suffered a sharp drop within the commercial vehicle segment, bucking the sector’s overall uptrend. WeRide’s Hong Kong and U.S.-listed shares both entered the top ten decliners, while XPeng Motors and Fuyao Glass’s A-shares also posted losses. Although overall market sentiment showed signs of recovery, persistent pressure on retail sales—compounded by geopolitical uncertainties in the Middle East—continues to pose multiple challenges for listed automakers.