麦格理发表中国市场策略报告，列出中资股四大投资主题，包括选择性消费及消费降级赢家、技术内包、先进制造及能源自给，并列出组合内股票名单及目标价，评级均为“跑赢大市”。 (1)选择性消费及消费降级赢家：比亚迪(目标价160港元)、泡泡玛特(223港元)、美的集团(103元人民币)、百胜中国(52美元) (2)技术内包：小鹏汽车(93港元)、比亚迪电子(53.2港元)、ASMPT(68港元)、英维克(36.9元人民币) (3)先进制造：小米(69.32港元)、舜宇(112.7港元)、汇川技术(74.2元人民币)、双环传动(43.5元人民币) (4)能源自给：东方电气(17.9港元)、中石化(5.1港元)、宁德时代(320元人民币)、中国核电(11.01元人民币)
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