汽车行业周报：政策有望拉动汽车需求改善，Robotaxi发布会定档10月10日

Investment Rating - The automotive and parts industry is rated as "Neutral" [4] Core Insights - Recent policies from the central government are expected to improve economic fundamentals and consumer confidence, which may lead to an increase in automotive demand. Key measures include enhanced fiscal and monetary policies aimed at stimulating consumption and supporting the capital market [1][9] - The upcoming Robotaxi launch event on October 10 is anticipated to positively influence Tesla's expectations and the related supply chain, as it may showcase advancements in autonomous driving technology [1][9] - Several new energy vehicle models have received strong order volumes post-launch, indicating a potential boost in market enthusiasm and sales performance [1][10] Summary by Sections Market Trends - The automotive sector saw a significant rebound, with the CITIC automotive index increasing by 11.1%, although it underperformed compared to the CSI 300 index, which rose by 15.7% [12] - The commercial vehicle segment led the gains with a 12.62% increase, followed by automotive sales and service (12.09%) and passenger vehicles (11.14%) [12] Sales Tracking - For the week of September 16-22, wholesale passenger car sales reached 505,000 units, a year-on-year decline of 2% but a month-on-month increase of 12% [17] - Cumulative wholesale sales for the year reached 17.31 million units, reflecting a 4% year-on-year growth [17] Industry Dynamics - The report highlights the competitive landscape, suggesting that leading new energy vehicle manufacturers are likely to expand their market share due to technological advantages [2][10] - The report recommends monitoring companies with strong operational capabilities and profitability, particularly as the third-quarter earnings reporting period approaches [2][10] Investment Recommendations - Suggested companies for investment include BYD, Jianghuai Automobile, Changan Automobile, and others, focusing on those with strong fundamentals and growth potential in the new energy vehicle sector [2][10]