This week, as per a research report released by CITIC Construction Investment, original equipment manufacturers (OEMs) have been actively unveiling their production and sales figures for March. Notably, the export and sales volumes of high-end vehicles have surpassed expectations. Amidst the backdrop of soaring oil prices triggered by overseas geopolitical tensions, the export of new energy passenger vehicles is emerging as a key structural growth area. Furthermore, companies like BYD and Seres have published their 2025 annual reports. Although market profit expectations remain subdued, their export businesses continue to play a pivotal role in bolstering performance resilience. The intelligent driving and robotics sectors have undergone significant corrections; however, the share prices of top-tier leading stocks in these fields have now found stability. Given the emergence of new catalysts, it is prudent to actively allocate resources and position for these sectors in the second quarter (Q2).