Morgan Stanley selects a list of 26 Chinese "best business model" stocks (table)

AASTOCKS

2026.04.01 06:55

Morgan Stanley released a report on the Chinese market, selecting a list of 26 stocks with the strongest competitive advantages and moats from 16 industries, categorized as "Best Business Models":

Stock │ Investment Rating

Tencent (00700.HK) │ Overweight

Fuyao Glass (03606.HK) │ Market Perform

Alibaba (BABA.US) │ Overweight

Yum China (YUMC.US) │ Overweight

Huazhu Group (HTHT.US) │ Overweight

PetroChina (00857.HK) │ Overweight

Ningbo Bank (002142.SZ) │ Overweight

Futu Holdings (FUTU.US)※ │ Overweight

Ping An Insurance (02318.HK) │ Overweight

Hengrui Medicine (600276.SH)※ │ Overweight

Inspur Intelligent (03696.HK)※ │ Overweight

CATL (300750.SZ)※ │ Overweight

Techtronic Industries (00669.HK)※ │ Overweight

Inovance Technology (300124.SZ) │ Overweight

Siyuan Electric (002028.SZ)※ │ Overweight

ZTO Express (ZTO.US)※ │ Overweight

North Huachuang (002371.SZ)※ │ Overweight

Lattice Semiconductor (688008.SH)※ │ Overweight

ASMPT (00522.HK) │ Overweight

Industrial Fulian (601138.SH)※ │ Overweight

Luxshare Precision (002475.SZ) │ Overweight

Zijin Mining (02899.HK)※ │ Overweight

China National Building Material (06655.HK)※ │ Overweight

Blue Sky Technology (300487.SZ)※ │ Market Perform

China Resources Land (01109.HK)※ │ Overweight

China Yangtze Power (600900.SH) │ Overweight

※: Newly included