Upcoming Catalysts - Auto & Auto Parts - Feb 24, 2026

This report provides an overview of critical upcoming catalysts for major automotive and EV companies scheduled between February 24, 2026, and March 31, 2026. Key events include Q4 2025 earnings releases from Lucid Group, Li Auto, and THOR Industries, which will offer crucial insights into production, guidance, and market demand. Investors should also pay close attention to geopolitical developments, such as China's new export controls impacting Subaru, and corporate strategic moves like Toyota's tender offer for Toyota Industries, as these are expected to significantly influence stock performance. Additionally, VinFast's market expansion efforts in India and promotional events from XPeng and Great Wall Motor highlight ongoing global EV sector dynamics.

Upcoming Catalysts

Company Details

1585.HK — Yadea Group Holdings Ltd.

• The upcoming Q4 and Full-Year 2025 earnings release is expected to show a significant profit increase, driven by Yadea's global expansion in electric two-wheelers. Analysts are forecasting robust revenue growth and earnings per share, reflecting positive sentiment from new product launches showcased at events like CES 2026.
• The market impact of the earnings release could be substantial, with potential for a 10-20% stock price increase if results align with or exceed expectations. However, investors will be closely watching for any signs of slower export growth or increased competitive pressure from rivals, which could lead to downward pressure on the stock.
• Current analyst consensus price targets suggest considerable upside potential, with an average target of HK$17.77, representing approximately a 55% increase from recent trading levels, indicating strong conviction in the company's growth trajectory.

2015.HK — Li Auto Inc.

• Analysts will be closely scrutinizing Li Auto's Q4 2025 earnings for signs of margin pressure, which has been a concern in recent quarters due to pricing adjustments in the competitive EV market. Any indication of stabilization or further decline will be a key focus.
• The company's guidance for 2026 will be critical, with investors looking for clarity on strategic shifts, product rollout plans (including a new pure-electric SUV later in the year), and their ability to achieve stated delivery growth targets of around 40%.
• While the stock has been down approximately 20% year-to-date in 2026, strong Q4 results and positive forward-looking guidance could trigger a 5-10% rebound, influenced by broader sentiment in the China EV sector which has seen peers like NIO and XPeng also facing scrutiny.

2333.HK — Great Wall Motor Company Limited

• The consensus revenue estimate of approximately ¥226.7 billion for the previous quarter serves as a benchmark for Great Wall Motor's upcoming FY2025 earnings, with analysts closely watching if the company can meet or exceed this figure, especially with momentum from strong January 2026 sales growth of 11.6% YoY and the planned European relaunch.
• Analysts expect the FY2025 earnings report to provide clarity on the de-risking of Great Wall Motor's international growth strategies, with potential positive impacts on the stock if the company demonstrates strong performance, particularly driven by its hybrid and ICE (Internal Combustion Engine) model introductions.
• The projected EPS of ~1.16 TTM and the information regarding new plant plans with a capacity of 300,000 vehicles per year are key upside drivers that analysts believe could lead to a positive market reaction during the FY2025 earnings announcement, indicating potential for improved future performance.

7203.T — Toyota Motor Corporation

• The tender offer deadline for Toyota's acquisition of Toyota Industries on March 2nd is a significant event. The initial low acceptance rate and Elliott Management's opposition suggest potential for renegotiation or a higher bid, which could positively impact Toyota's supply chain efficiency and stock price if successful. Failure to secure sufficient shares might signal governance issues.
• Toyota's 2026 C-HR electric SUV launch (February 18, 2026) is a past event, but its success and any follow-up strategies related to its EV portfolio could influence investor sentiment on Toyota's transition away from its hybrid dominance. While not a direct catalyst within the window, it shapes the narrative around the company's EV competitiveness.
• Toyota Financial Services' investor presentation in February 2026, as mentioned in social media, could provide guidance on financing strategies for EVs and hybrids, potentially impacting sales growth projections. Any updates on tariff resilience in its financing models could offer mild positive sentiment, but no specific date within the specified window was confirmed.

7270.T — Subaru Corporation

• The imposition of China's export controls on Subaru Corporation signifies a significant geopolitical risk, potentially disrupting its supply chain for crucial components like batteries and electronics, and increasing operational costs. Analysts anticipate this could lead to a short-term stock price dip of 2-5% and worsen the existing profit erosion from tariffs, which is projected to be around $1.5 billion for FY2026.
• While the immediate impact is negative, the long-term implications could spur Subaru to accelerate its diversification strategies, such as increasing electric vehicle production in the United States, thereby mitigating future geopolitical supply chain vulnerabilities.
• The event marks an escalation of trade tensions between China, Japan, and the U.S., which could have broader implications for the global automotive industry and supply chains, requiring close monitoring by investors.

9868.HK — XPeng Inc.

• The XPENG G6 test drive event, scheduled from February 28 to March 1, 2026, is a promotional activity focused on the G6 SUV's range and charging capabilities. While not a major product launch, it aims to boost brand awareness in European and UK markets, potentially leading to increased interest and pre-orders. The market impact is expected to be minimal, primarily generating social media attention rather than significantly influencing stock price.

THO — THOR Industries, Inc.

• The fiscal Q2 2026 earnings release on March 3rd is a critical test for THOR Industries' operational efficiency following recent restructuring efforts. Analysts will be closely watching for any signs of stabilization in the company's backlog, which was down 29.7% year-over-year in Q1.
• While specific revenue expectations are not widely detailed, the market will be looking for THO's outlook on RV demand for the remainder of 2026. Positive commentary or guidance that signals a bottoming in the market could drive significant upside for the stock.
• The recent formation of two North American RV groups, announced on February 23rd, is a strategic move to streamline operations. While not an immediate catalyst, commentary during the earnings call could provide insight into potential long-term margin improvements (estimated 2-5%) stemming from these changes.

VFS — VinFast Auto Ltd.

• The potential earnings speculation for February 24, 2026, suggests market participants are looking for early indicators of VinFast's performance, particularly its ability to ramp up deliveries towards its 2026 target of 300,000 EVs. Any unofficial leaks or preliminary commentary could create short-term volatility, with analysts closely watching for confirmation of growth targets.
• The imminent launch of the Limo Green EV in India, evidenced by ongoing testing, is a key catalyst for VinFast's market expansion strategy. Analysts will be assessing its competitive positioning against established players and its potential to capture share in the growing family EV segment in India, with pricing and range being critical factors for success.

Disclaimer: This content is generated using AI, synthesizing public data (filings, reports, news) and social media (Reddit, X). It may contain errors, inaccuracies, or hallucinations. Nothing herein constitutes financial advice. This newsletter is for informational purposes only; please consult a qualified professional and conduct your own due diligence before making any investment decisions.