AI TRENDS | New Energy Vehicle Exports Surpass Expectations Amid Geopolitical Tensions

According to Jin10, a recent report by Xinjian Investment Securities highlights that the China Passenger Car Association's March data release this week showed that wholesale and export figures exceeded expectations. Amid high oil prices due to overseas geopolitical conflicts, the export of new energy passenger vehicles has become a structurally strong factor. The report suggests actively seizing opportunities in high-growth sectors, noting that AI-driven advancements in fuel engine efficiency continue to surpass expectations. Additionally, Full Self-Driving (FSD) technology has been approved in the Netherlands, and the high growth in the robotics sector is driving ongoing industry evolution. Currently, the stock prices of leading companies in these sectors have stabilized, and with an upcoming auto show, the report recommends actively positioning investments in anticipation of new catalysts in the sector.