A股汽车产业链全梳理：谁增长，谁乏力，谁将困境反转？丨南财号联播

Currency and Financial Markets - The RMB exchange rate has significantly appreciated, recovering the 7.20 mark against the USD for the first time in nearly a month, with onshore RMB at 7.1991 and offshore RMB peaking at 7.1786 [1] - COMEX gold futures rebounded after hitting a recent low of 3220 USD/ounce, rising to 3260 USD/ounce, with related ETFs also showing signs of recovery [1] Investment Management - Renowned economist Deng Haiqing has stepped down as the fund manager of China Aviation Mixed Reform Selected Fund, which has seen a loss of 12.90% during his 1.5-year tenure, with a year-to-date decline of 5.71% and a six-month drop of 21.94% [1] Automotive Industry - In the A-share automotive sector, major holdings by public funds include BYD, Ninebot, Fuyao Glass, and others, with only three companies showing over 40% revenue growth: Ninebot, Bertel, and Longxin General [2] - The overall performance of the automotive sector has been stable but lacks standout companies, indicating a potential for mediocrity among most firms [2] Food and Beverage Sector - Coffee and tea have emerged as key players in the food delivery market, with platforms like Taobao and JD leveraging these products to attract consumers due to their low price points and high repurchase rates [2] Short Video and IP Market - The short drama trend is gaining momentum, with platforms like iQIYI entering the market, indicating a shift in how stories are adapted for new media [3] - The competition for market share and influence in defining the future of short dramas is intensifying among various industry players [3] AI in Downstream Markets - The impact of AI in lower-tier markets remains limited, with reported challenges in practical applications, such as AI tools for farmers failing to deliver accurate results [4] - There is a notable skepticism regarding AI's effectiveness, particularly among older demographics who have limited exposure to AI technologies [4]