Lates News

CICC research report indicates that the automotive industry is expected to usher in a strong market in the second half of the year with the implementation of national subsidies, the industry's resistance to overwork, and expectations of a decline in new energy vehicle purchase tax. With the improvement of passenger car sales data, high-quality integrated vehicles with new product cycles and outstanding automotive parts may see an increase in valuation; under the influence of new catalysts, the industry trend strengthening and high liquidity, there are still beta market opportunities, but individual stocks with alpha greater than beta in the industry chain are entering a stage of "separating the true from the false." The robot industry chain is in a state of continuous catalysts, focusing on companies such as Nvidia in the supply chain, lightweight materials such as PEEK, and new types of reducers.