近期市场预测表明，未来汽车刺激政策及产销总量预期较弱，汽车顺周期属性逐渐衰退。同时，科技属性和新兴成长方向将是核心主线。Recently, market research revealed that the current automotive market trend is weak, with a decline in sales and production expectations. Technological attributes and emerging growth directions are expected to become the core drivers of the industry.
At the Guangzhou Auto Show, several car manufacturers unveiled their new models for 2026. GAC released its "Envision" brand in partnership with Huawei, marking the eighth joint brand launched by the two companies. The brand has already broken through 1.8 million units sold within 175 days of its launch. With this, Huawei's automotive endeavors have taken a significant leap forward.
In addition to the new car models, several domestic carmakers showcased their self-developed robot products during the auto show. Polestar, GAC, and Changan, among others, unveiled their robotic technologies, including the second-generation VLA big model and humanoid robot Iron from Polestar. This has boosted market expectations for 2026.
The upcoming year is also expected to see significant technological advancements in autonomous driving, with Tesla's FSD V14, Robotaxi, and Optimus expected to hit the market. The intersection of cars and robots is likely to be a key driver of industry trends, potentially leading to a turning point in the industry. As such, the technological attributes of automotive stocks are expected to undergo significant revisions.
At the Guangzhou Auto Show, several car manufacturers unveiled their new models for 2026. GAC released its "Envision" brand in partnership with Huawei, marking the eighth joint brand launched by the two companies. The brand has already broken through 1.8 million units sold within 175 days of its launch. With this, Huawei's automotive endeavors have taken a significant leap forward.
In addition to the new car models, several domestic carmakers showcased their self-developed robot products during the auto show. Polestar, GAC, and Changan, among others, unveiled their robotic technologies, including the second-generation VLA big model and humanoid robot Iron from Polestar. This has boosted market expectations for 2026.
The upcoming year is also expected to see significant technological advancements in autonomous driving, with Tesla's FSD V14, Robotaxi, and Optimus expected to hit the market. The intersection of cars and robots is likely to be a key driver of industry trends, potentially leading to a turning point in the industry. As such, the technological attributes of automotive stocks are expected to undergo significant revisions.
汽车业的未来方向，逐渐趋向于科技属性和新兴成长方向，而传统顺周期属性的影响力在减小。 Huawei 在汽车领域的进展，已经取得了较好的效果，GAC 的 "Envision"品牌也获得了良好反应。 
自行车业中的机器人产品，已经开始出现在表面，与自动驾驶技术的发展有着密切联系。 2026 年将是一个关键性的年份，对于汽车业的整体转型和技术革新具有重要影响。 
这次的 Guangzhou Auto Show 真的是火了！ Huawei 的 Envision 带来了不少意外，仅 175 天就卖出了 1.8 万台车子，真是太快了！ 
แต我觉得这些新车型和自行车机器人的展示，对于 2026 年的市场预测来说，是一个关键关口。 
。随着中国政府对新能源汽车的强化支持，国内品牌如 Polestar 和 GAC 的自动驾驶技术发展也会取得重大突破 
️。同时，Huawei 与 GAC 合作推出的 "Envision" 康师系列也会进一步增加电动汽车的竞争力 
。我认为这些科技属性和新兴成长方向将是 Automotive行业的关键驱动力 
Huawei 的汽车业务迅速展开，也值得关注。但是，我还是觉得，国产车 manufacturer 更加需要注重自主研发和技术创新 
。
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最近看了一个视频， Huawei 的 Envision 车型 sale 数量超出了预期，我是想问个问题，为什么在中国的 car market 还能出现这样的效果呢？ 
这些 product 的发展将会对 Industry trend产生一定影响。
哈哈，看来汽车行业的 Future 都是 Robot 的！ 
...他们的 "Envision" brand 可以卖出 1.8W millions just in 175 days？
。 Huawei 的汽车业务虽然初期表现得很好，但长期来看，还是要考虑到他们在这个市场的竞争力 
。