Ecuador President Daniel Noboa told a Mexican TV station on the 17th he sees no reason to maintain the break in relations and is willing to restore diplomatic ties, noting historically good bilateral relations and Mexican investment in Ecuador. On April 5, 2024, Ecuadorian security forces entered Mexico’s embassy in Ecuador and arrested former vice president Glas, who had sought political asylum from Mexico; Mexico subsequently severed diplomatic relations.

1. “车顶维权”女车主就特斯拉名誉权案再审申请被驳回，法院认定“刹车失灵”无客观事实依据、构成诽谤行为。 2. 比亚迪交付英国第10万台新能源车，是英国汽车市场历史上最快达到5%市场份额的品牌。 3. 交付R2纯电SUV一周后，美国造车新势力Rivian启动数百人裁员。 4. 零跑朱江明：中国电动化趋势还会进一步加快，增程、插混车型仍有市场。 5. 鸿蒙智行全面引入电池二供，国轩高科将上车问界。 6. 宝马下调全年业绩指引，汽车业务利润率降至1%-3%。 7. 迎接新世代平台：消息称宝马将从7月份开始停产所有的国产纯电车型，包含i3、i5、iX1。 8. 百度旗下萝卜快跑获瑞士L4级自动驾驶出租车运营许可，计划2027年启动公众服务。 9. 德国汽车工业协会称必须立即通过欧美关税协议。 10. 工信部公开征求《智能网联汽车 自动驾驶系统安全要求》等2项强制性国家标准（报批稿）、《车载事故紧急呼叫系统》强制性国家标准外文版（报批稿）意见。

CITIC Securities says global economic resilience is being tested by the Middle East conflict; H2 will be dominated by coexisting supply shocks, policy constraints and investment support, with the persistence of oil-price shocks the primary variable for the global macro path. For China, policymakers are likely to shift H2 focus toward structural reform—curbing domestic over-competition (anti-involution) and enforcing carbon assessments to optimize supply, while using fiscal and tax reform to steer demand. In China’s A-share market, AI plus energy/chemicals form a new barbell. Investment stance: keep a global lens on China and adopt K-shaped positioning rather than simple bull/bear views; move from “building AI” to “adapting to AI” in technology exposure. The long-term investment case remains a re-rating of China’s advantaged manufacturing pricing power; priority sectors are new energy, chemicals, nonferrous metals and power equipment. On the offensive side, monitor domestic AI progress and overweight the domestic compute chain and cloud platforms. Continue selective overweight of low-valuation names, notably brokers and insurers.