Cui Dongshu pointed out that from January to August 2026, the AI-driven electronics sector witnessed a remarkable 110% surge in profits. Meanwhile, the upstream raw materials industry also experienced a substantial profit boost, significantly propelling the overall improvement in industry profits. Conversely, the automotive industry grappled with the dual pressures of escalating costs and sluggish demand, leading to lackluster profitability. Data reveals that in August 2026, automobile production hit 2.7 million units, with sales revenue reaching RMB 928.1 billion, marking a 4.2% year-on-year increase. Costs rose to RMB 831.3 billion, a 5.3% year-on-year hike, while profits stood at RMB 37.1 billion, up 24% year-on-year, resulting in a sales profit margin of 4%. For the period from January to August, cumulative automobile production reached 20.31 million units, a 3% year-on-year decrease. Revenue amounted to RMB 7,006.2 billion, up 2.9% year-on-year, with costs at RMB 6,237 billion, a 4% year-on-year rise. Profits, however, declined by 16% year-on-year to RMB 253.4 billion, with a sales profit margin of 3.6%. In 2026, despite proactive implementation of "two new" policies across regions and the gradual revitalization of domestic demand, the automotive industry's performance improvement notably lagged behind that of other consumer goods. Currently, the automotive industry is under severe pressure from upstream costs, with pricing issues becoming increasingly prominent. The rising oil prices and substantial profit growth in the non-ferrous metals and semiconductor sectors stand in stark contrast to the weak car purchase intentions among end-users. This continuously increases the operational pressure on automakers and subjects their high-quality development to significant impacts from upstream sectors.