Xiaoyi Lei

Xiaoyi Lei joined in 2021 & is Jefferies’ lead analyst for China Autos, with coverage spanning passenger vehicles, HDTs, auto suppliers and auto-tech names. She has built and leads the firm’s China Autos research franchise and is a leading sell-side voice on smart driving, robotics, auto glass and China OEMs’ global expansion.

What We Are Known For:

High-conviction, non-consensus ideas. We have a strong track record of calling the OEM and HDT cycle, and publish differentiated calls on emerging themes including robotaxi, humanoid robotics, auto glass and the Huawei auto ecosystem.

Frontline network. We work with a broad network of OEM, Tier 1 and dealer contacts, with on-the-ground checks that keep investors ahead of shifting auto consumption trends.

Cross-sector thematic events. We pull in resources across autos, tech and industrials to host thematic events that help clients connect the dots. Proprietary databases. We build global, high-frequency databases tracking Chinese EV makers’ overseas expansion and run the granular end-market data on HDTs and smart components.

Driving thought leadership through deep sector expertise, rigorous research, and high-conviction investment views.