The research report from CITIC Construction Investment highlights that the automobile production and sales data for July, which have been released in succession, suggest a continued trend of sluggish domestic demand and robust external demand. The automotive sector's market hit its nadir at the end of June, and the rebound observed in July was primarily propelled by the merits of a steady defense (a resilient and defensive market stance). As we step into August, the market trends across various segments have started to diverge. Passenger vehicles took the lead in experiencing a callback (market correction) at the beginning of the month, while commercial vehicles began to show signs of weakness this week. Nevertheless, growth sectors like robotics have rebounded and made a recovery. This divergence primarily arises from two key factors: Firstly, following the release of interim financial results in August, the market has diverged (shown differing opinions) regarding subsequent prosperity and performance expectations. Secondly, the tech growth sector began to rebound after undergoing significant adjustments in July, and the robotics field has witnessed a flurry of positive developments, such as the listing of Unitree, Tesla's bulk orders for Optimus, and the WRC conference.