According to the research report from CITIC Construction Investment, the market currently maintains a rather pessimistic outlook on stimulus policies and production-sales forecasts for the automotive industry in the coming year. The auto sector's pro-cyclical characteristics are on the decline, with technological attributes and new growth directions moving to the forefront. The Guangzhou Auto Show kicked off with numerous automakers revealing their new 2026 models. Among these, the brand "Qijing," a collaborative effort between GAC Group and Huawei Qiankun, made its grand entrance, bringing the total number of brands born from Huawei's partnerships with automakers to eight (dubbed "Five Realms, Three Worlds"). The Zunjie S800 has secured over 18,000 firm orders within just 175 days of its release, highlighting its formidable brand clout. Anticipation is high for Huawei's new vehicle launches in 2026. Moreover, automakers like XPeng, GAC Group, and Changan showcased their in-house-developed robotic products at the auto show. After XPeng unveiled its second-generation VLA large model and the humanoid robot Iron, which significantly raised market expectations, in 2026, with the evolution, completion, and mass production of technologies such as Tesla's FSD V14, Robotaxi, and Optimus, cars and robots, as the key applications of embodied AI, are poised to mark a pivotal shift in industry trends. The technological traits of complete vehicle stocks may undergo a re-evaluation.