The funds from the sale of Baolong are influenced not only by tariffs but also to a large extent by the restriction on the intelligent driving promotion caused by the Xiaomi car accident. However, will intelligent driving be cancelled? No! Just from the perspective of investment, in the past, the plasticizer incident in white spirits and the melamine incident did not cause the disappearance of these two industries. Instead, the well-performing enterprises in these industries became even better. The recent upward trend after the Spring Festival was mainly due to the purchase of intelligent driving-related funds. In the short term, unless the performance greatly exceeds expectations, it will be difficult for the stock price to rise. In the medium term, tariffs have an impact, but it is currently impossible to quantify it. In the long term, the underlying logic remains unchanged. To put it simply, it is best to have the ability to conduct T+0 trading to reduce costs.
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