CITIC Construction Investment: Leading companies in the commercial vehicle sector are expected to welcome a Davis double hit

CITIC Construction Investment pointed out that as the humanoid robot sector experiences a deep correction due to liquidity fluctuations, it has now entered a layout window before the industrial trend's 0-1 inflection point. Tesla's third-quarter report and shareholder meeting have become important observation points; the data for passenger vehicles in the "golden September and silver October" is positive, but market expectations have dulled. Structurally, there is still optimism for the high-end and intelligent main lines; commercial vehicles benefit from the implementation of subsidies and increased exports, showing significant characteristics of low valuation and high prosperity, with some leading companies expected to welcome a Davis double hit