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"China's top internet players have the biggest command of consumer data and are better positioned to bear the ever-increasing marginal costs to capture new customers," Lu said.
"China's process of urbanization will continue to demand natural resources and promote the integration of the two economies," he said.
"Creating value rather than pursuing a larger scale has become the No 1 target of most Chinese companies," he said.
"Credit pressure will vary, with small banks, distressed asset management companies and leasing companies being more vulnerable due to their greater reliance on wholesale funding," Moody's said.
"China's fast and effective control of the pandemic helped restore consumers' confidence, which is crucial for big-ticket items like cars," said Thomas Fang, vice-president of consulting firm Roland Berger's China office.
