Orient Securities released a research report saying that the automobile industry is currently at a low level, and the allocation ratio for the 2026Q2 single quarter is falling rapidly. It is expected that with the marginal improvement in domestic demand for passenger cars in the second half of the year, the allocation of the automobile sector is expected to increase. In terms of investment strategies, the automobile sector has fully reflected the market's expectations of weakening domestic demand and declining profits in the automobile industry after a long period of adjustment. It is expected that domestic automobile sales will experience marginal improvements in the second half of the year, and exports are expected to continue to improve. Some companies will usher in valuation repairs. It is recommended to focus on overseas chain vehicles, auto parts companies, and some vehicle brands that have overfallen.

Orient Securities released a research report saying that the automobile industry is currently at a low level, and the allocation ratio for the 2026Q2 single quarter is falling rapidly. It is expected that with the marginal improvement in domestic demand for passenger cars in the second half of the year, the allocation of the automobile sector is expected to increase. In terms of investment strategies, the automobile sector has fully reflected the market's expectations of weakening domestic demand and declining profits in the automobile industry after a long period of adjustment. It is expected that domestic automobile sales will experience marginal improvements in the second half of the year, and exports are expected to continue to improve. Some companies will usher in valuation repairs. It is recommended to focus on overseas chain vehicles, auto parts companies, and some vehicle brands that have overfallen.