On March 5, the Shanghai Composite Index rose 028%, and the Shenzhen Component Index fell 023%, and the GEM index fell 006%。On the disk, the automobile industry sector rose 301%；*In terms of Dongfeng Motor, Ankai Bus, JAC, FAW Jiefang, etc., all have different degrees**. 
Pacific** said that a new round of trade-in policy is expected to drive an increase in trillions of automobile consumption. It is expected that the strongest "trade-in" policy in history will be implemented soon, which is expected to increase the proportion of trade-ins, effectively boost the auto market, and strengthen growth expectations. In March, Li Auto will lead the opening of a new round of product cycle, and the upward inflection point of the industry's prosperity is approaching, and it is expected to improve rapidly. Pacific** focuses on recommending 3 main lines of industrial chain: 1) Huawei industrial chain: key companies: Cialis, Xingyu shares, Wencan shares, Bojun Technology, Huguang shares, Huayang Group, Shangsheng Electronics. 2) Li Auto & Industry Chain: Key Companies: Baolong Technology, Jifeng Co., Ltd., Bethel, Xinquan Co., Ltd. 3) Tesla & Humanoid Robot Industry Chain: With the remarkable progress of humanoid robots, the progress of the humanoid robot industry chain is expected to improve, and the industrial development progress will be further accelerated with the blessing of AI, and Tesla will enter a new growth channel. Key companies: Xinquan shares, Yinlun shares, iKedi, Xusheng Group. Southwest ** said that at the beginning of March, BYD and other car companies officially announced price cuts or limited-time discounts, industry competition continues to intensify, looking upstream, the upstream ** chain is facing the first war transmission pressure, profitability is facing challenges, downstream, terminal demand is expected to be effectively released under the stimulation of **, which is good for the growth of industry sales. Recently, the first meeting of the financial and economic committee proposed to promote the renewal of new large-scale equipment and encourage the trade-in of traditional consumer goods such as automobiles and home appliances, and the automobile industry is expected to usher in a new round of consumption stimulus policies, and the growth of the automobile market is expected to be further strengthened. In terms of investment opportunities, it is recommended to pay attention to the opportunities brought about by the marginal changes in the intelligent driving sector represented by the Xiaomi and Huawei industry chains, the new opportunities for going overseas represented by the Chery industry chain, and the opportunities brought by the promotion of the ideal new car cycle to the industrial chain. In addition, it is recommended to pay attention to the opportunities in the natural gas heavy truck sector brought about by the continuous decline in gas prices and the renewal demand opportunities in the heavy truck industry brought about by the "trade-in" emphasized in the meeting of the ** Financial and Economic Committee. 
Article**: Oriental Wealth Research Center).