According to a research report by CSC Securities, there has been a concentrated rollout of new car models recently. However, the stock price reaction might lean towards being sluggish. The industry is currently facing pressure on domestic demand, while exports are experiencing strong momentum. After experiencing a significant pullback in sector performance since the end of April, the market has now reached a bottom. Presently, pessimistic expectations, such as the pressure on second-quarter performance, have already been factored into stock prices. The market is placing greater emphasis on the medium- to long-term allocation value of sector leaders, with stock prices having shown signs of recovery and rebound since the end of June. The research report reiterates its previous stance, remaining watchful and optimistic about structural opportunities, such as the better-than-expected export performance of passenger vehicles and the accelerated growth of high-end new energy vehicles. It also expresses optimism about the valuation potential arising from the new growth paradigm of tangible AI (Artificial Intelligence). In June, both domestic and foreign sales of heavy trucks remained highly robust, with the export surge of new energy passenger buses driving structural optimization. At present, it is advisable to focus on investment opportunities in low-valuation, high-performance leading stocks. The potential for downside in the stock prices of sector leaders is limited, and their investment value is prominent. Given the high degree of certainty regarding export prosperity and performance delivery, it is anticipated that Sinotruk's year-on-year export growth rate will remain above 40% in July-August, with mid-year performance expected to be delivered steadily.