Zhongtai Securities pointed out that benefiting from electric vehicle sales, the parts track and high-quality targets may usher in a double-hit Davis market, and the value of bicycles will increase after electrification. In the field of electric motor control, domestic target companies include BYD, Huichuan Technology, Wolong Electric Drive, etc. Target companies in the ADAS field include Huayu Auto, Desai Siwei, Koboda, etc. In the field of intelligent connected vehicles, target companies include Huawei, etc. At the same time, we continue to be optimistic about investment opportunities entering the global mainstream electric vehicle supply chain (Tesla, Volkswagen MEB, LG, CATL, etc.). Continued optimism: Ningde Times, Enjie Co., Ltd., Puterai, Sanhua Intelligent Control, Yiwei Lithium Energy, Hongfa Co., Ltd., Tuopu Group, Pioneer Intelligence, Yinghe Technology, Penghui Energy, etc.