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This week marks the opening of the Shanghai Auto Show, where numerous Original Equipment Manufacturers (OEMs) are unveiling their latest models. Independent brands are emphasizing the showcase of intelligent technologies to redefine their brand strength. Leading providers of intelligent driving solutions, including Huawei, Horizon Robotics, and Momenta, are also intensively releasing new products and technologies at the event. Currently, the investment themes in the automotive sector are primarily centered around two facets: domestic demand enhancement and technological growth. The former benefits from heightened policy support and increased demand stemming from new car supply, while the latter hinges on technological iteration, customer base expansion, and a heightened risk appetite.
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