汽车行业动态研究报告：智界R7上市24小时大定突破6000台，有望驱动鸿蒙智行月交付量提升

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [6]. Core Insights - The launch of the Zhijie R7, a new coupe SUV, is expected to enhance the monthly delivery volume for Hongmeng Zhixing, with over 6,000 units pre-ordered within 24 hours of its release [4][5]. - The performance of Hongmeng Zhixing has been impacted by declining delivery numbers for the Wenjie M7 model, which saw deliveries drop from 18,493 in June to 10,261 in August [4]. - The automotive industry is experiencing a positive outlook, with a focus on companies successfully entering the luxury electric vehicle market, particularly those collaborating closely with Huawei [5][6]. Market Performance - The automotive sector has shown a performance increase of 16.4% over the past month, compared to 12.1% for the CSI 300 index [1]. - The report highlights the relative performance of the automotive industry against the broader market, indicating a stronger growth trajectory [3]. Product Launch Details - The Zhijie R7 features a spacious design with a trunk capacity of 837L, expandable to 2130L, surpassing the Model X in space [4]. - The vehicle is equipped with advanced features such as the Huawei QianKun ADS 3.0 intelligent driving assistance system, enhancing driving safety and efficiency [4]. Recommended Stocks - The report suggests focusing on companies like Seres, Jianghuai, and BAIC Blue Valley, which are well-positioned in the luxury electric vehicle market [5][6]. - It also highlights growth opportunities in the automotive parts sector, particularly in lightweight materials and smart automotive technologies [6].