Dongwu Securities released a research report saying that from a total perspective, the 2026 sector beta will weaken overall, and structural opportunities are superior to total opportunities. Humanoid robots open up flexibility in the valuation of auto parts, giving priority to the three main technological lines of “smart driving+liquid cooling+humanoid robots” and the long-term certainty of “going overseas”; traditional advantage tracks use “performance fulfilment + new order mass production” as an excellent layout.

Dongwu Securities released a research report saying that from a total perspective, the 2026 sector beta will weaken overall, and structural opportunities are superior to total opportunities. Humanoid robots open up flexibility in the valuation of auto parts, giving priority to the three main technological lines of “smart driving+liquid cooling+humanoid robots” and the long-term certainty of “going overseas”; traditional advantage tracks use “performance fulfilment + new order mass production” as an excellent layout.