汽车行业定期报告：中型SUV混战，特斯拉官宣Robotaxi发布日

Investment Rating - The industry rating is "Outperform the Market" [4][55]. Core Insights - The report highlights the competitive landscape in the mid-sized SUV segment, with several new energy models entering the market, targeting the Tesla Model Y. The domestic brands are expected to gain market share due to their cost-performance advantages and technological innovations [2][8]. - Tesla's Robotaxi is set to be unveiled on October 10, 2024, after a delay from its original release date. The company faces challenges, including a decline in gross margin, which was reported at 18.2% for Q2 2024, down from 19.3% in Q1 2024 [2][9]. Summary by Sections 1. Weekly Topic: Mid-sized SUV Competition and Tesla's Robotaxi Announcement - New energy mid-sized SUVs such as Leidao L60, Zhiji LS6, and others are entering the market, directly competing with the Model Y. The report anticipates continued growth in the new energy mid-sized SUV market, driven by policy support and consumer demand [2][8]. 2. Market Performance - From September 23 to 27, the automotive sector rose by 11.1%, underperforming the CSI 300 index, which increased by 15.7%. Year-to-date, the automotive sector has grown by 2.8% [3][10]. - Sub-sectors such as passenger cars and automotive services saw significant increases, with passenger cars up by 11.7% [10][14]. 3. Key Industry Data - Retail sales of passenger cars from September 1 to 22 reached 1.243 million units, a 10% year-on-year increase. New energy passenger car retail sales were 664,000 units, up 47% year-on-year [24][25]. - Wholesale figures for the same period showed 1.373 million passenger cars sold, a 5% increase year-on-year, with new energy passenger cars at 698,000 units, up 33% [25][27]. 4. Industry News - The Ministry of Commerce reported over 1.13 million applications for vehicle scrappage subsidies as part of a national program to promote vehicle replacement [44]. - Volkswagen has lowered its annual delivery forecast to 9 million vehicles, down from previous expectations [45]. 5. Key New Models - Several new models were launched, including the Leidao L60 priced between 206,900 to 235,900 CNY and the Zhiji R7 priced between 259,800 to 339,800 CNY [50].