February 13, 2012 (Chinavestor) Consumer cyclical, capital goods, and consumer durable stocks took the lead among Chinese ADRs for the first six weeks of 2012. Some of the best performers from the consumer cyclical sector: China Automotive Systmes (NASDAQ:CAAS) surged 57.6% YTD while China Zenix Auto (NYSE:ZX) jumped 28.6%. The advance was universal among capital goods stocks thanks to a real estate related broad rally.
But stocks from the services sector lacked momentum at best. China Unicom (NYSE:CHU fell 14.2% YTD while China Telecom (NYSE:CHA) shed 1.9%. Sector heavy weight China Mobile (NYSE:CHL) eked out a small 4.4% gain YTD.