CITIC Construction Investment has observed that this week, leading automobile manufacturers have intensively published their production and sales data for March, revealing that both exports and sales of high-end vehicles have outperformed expectations. Amidst the backdrop of ongoing geopolitical tensions overseas and escalating oil prices, the export of new energy passenger vehicles is poised to emerge as a structural bright spot. The market's responsiveness to fluctuations in oil prices and war-related factors is gradually diminishing, presenting an opportune moment to capitalize on sectors experiencing high-growth pullbacks.

Artificial Intelligence (AI) is propelling the enduring popularity of engines, with Full Self-Driving (FSD) technology receiving approval in the Netherlands. The burgeoning interest in the robotics sector is further fueling continuous industrial evolution. At present, the share prices of premium leading stocks have stabilized, prompting a recommendation to actively allocate resources and strategically position under the influence of new catalysts anticipated in the second quarter.