汽车汽配：6月新能源汽车渗透率持续提升至48.1%，自动驾驶利好有望促进7月新能源汽车销量稳中有升

Investment Rating - The report assigns an "Overweight" rating to the automotive and auto parts industry [1]. Core Insights - In June, the penetration rate of new energy vehicles (NEVs) rose to 48.1%, with sales expected to remain stable in July due to favorable conditions for autonomous driving [1][2]. - The sales of power and energy storage batteries showed steady growth, with energy storage battery exports increasing by 106.7% year-on-year in the first half of the year [2]. - The report maintains a forecast of 10 million NEV sales for the year, supported by new policies and advancements in autonomous driving technology [2]. Summary by Sections New Energy Vehicle Sales - In June, NEV retail sales reached 856,000 units, a year-on-year increase of 28.7% and a month-on-month increase of 6.5%, with a penetration rate of 48.1% [1]. - Cumulative NEV wholesale and retail sales from January to June were 4.611 million and 4.107 million units, respectively, representing year-on-year growth of 30.1% and 33.0% [1]. Battery Sales and Exports - In June, the total sales of power and energy storage batteries were 92.2 GWh, with a month-on-month increase of 51.2% [2]. - Cumulative battery exports in the first half of the year reached 73.7 GWh, a year-on-year increase of 18.6% [2]. Market Dynamics - The report notes that traditional fuel vehicles may see an increase in export ratios due to structural changes in the market, while NEVs are expected to benefit from new autonomous driving regulations [2]. - The top five NEV models sold in June included the Model Y, BYD Qin Plus, and BYD Sea Gull, with sales figures indicating a competitive market landscape [1][7].