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<Research>CICC Predicts CN Auto Sector to Face Domestic Demand Challenges This Yr, Overseas Sales to Record Steady Growth; Focus on Smart Driving/ Humanoid Robot/ Data Center Liquid Cooling Recommended
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CICC released a research report expecting domestic demand in China's auto industry will face certain challenges under the continuation of policies, while overseas sales will grow steadily, looking ahead to 2026. In terms of investment strategy, components are favored over vehicles. Investors are also recommended to focus on opportunities for dual growth in profit and valuation brought by AI-related layouts such as robots, smart driving and data center liquid cooling. Regarding passenger vehicles, the broker noted that, despite support from two new policies, domestic demand still faces certain challenges. Current domestic sales have gradually surpassed the previous high in 2017. Looking ahead to 2026, CICC believed that the trade-in policy will continue to provide some support, but the challenges for sales growth will increase, requiring more attention to opportunities brought by pattern differentiation, globalization and intelligence. AASTOCKS Financial News Website: www.aastocks.com |
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