According to a research report from CITIC Construction Investment, the attainment of a ceasefire pact in the Middle East is poised to potentially uplift market sentiment. In May, the automotive industry faced domestic demand headwinds, yet its export performance sustained robustness. Following a notable market correction since late April, the sector appears to have reached a trough, with prevailing pessimistic outlooks on domestic demand seemingly already factored into stock valuations. The recent downturn was predominantly driven by liquidity constraints in the funding landscape, rather than a fundamental downturn. The automotive export market is anticipated to maintain a positive trajectory throughout the year. Furthermore, stocks boasting bottom alpha characteristics within the robotics and intelligent driving sectors present considerable value for money, with the medium-term industry trend projected to continue unfolding.