Xin Lang Cai Jing·2025-09-10 00:29Core Viewpoint - The automotive industry is expected to experience a "golden September and silver October" market due to the implementation of national subsidies, the industry's "anti-involution" trend, and expectations of a reduction in new energy vehicle purchase taxes [1] Group 1: Market Trends - The passenger car sales data is showing improvement, indicating a potential valuation upgrade for high-quality vehicle manufacturers and strong-performing auto parts companies that are entering a new product cycle [1] - The industry is witnessing a shift in focus from beta to alpha, with individual stocks expected to outperform the broader market as the market enters a phase of "removing the false and retaining the true" verification [1] Group 2: Industry Catalysts - The robotics supply chain is in a continuous state of catalysis, with a focus on companies like NVIDIA and innovations in lightweight PEEK materials and new types of reducers [1]