汽车与零配件行业周报：“金九银十”多款新车集中上市，欧盟确认对华电动汽车加征反补贴关税

Investment Rating - The report suggests a positive outlook for the automotive industry, particularly in the context of autonomous driving and electric vehicles, recommending companies with strong capabilities in these areas [5][21][22] Core Insights - The automotive sector has shown significant growth, with the automotive index rising 11% in the past week and 17% over the past month, indicating a robust market performance [4][6][7] - The report highlights the increasing adoption of AI in autonomous driving, which is expected to shift consumer behavior from one-time high-cost purchases to sustainable software consumption models [16] - The European Union's recent decision to impose additional tariffs on Chinese electric vehicles, potentially reaching up to 45%, poses new challenges for market entry but also highlights the importance of strategic partnerships for overcoming these barriers [20][22] Summary by Sections Automotive Industry Performance - The automotive index increased by 11% in the last week and 17% in the last month, with the new energy vehicle index rising by 12% and 15% respectively [4][6][7] - Year-to-date, the automotive index has risen by 3%, while the new energy vehicle index has increased by 17% [6][7] Sales and Market Trends - From September 1 to 22, retail sales of passenger vehicles reached 1.243 million units, a 10% year-on-year increase, while new energy vehicle sales reached 664,000 units, marking a 47% increase [15] - The report notes that the introduction of multiple new models during the "Golden September and Silver October" period is expected to further stimulate market activity [17][18] Investment Opportunities - The report emphasizes investment opportunities in companies that are advancing in autonomous driving technology and electric vehicles, such as XPeng Motors, BYD, and Li Auto [5][21][22] - Companies that can navigate the new tariff landscape through strategic partnerships are viewed favorably, including BYD and Zero Run [22] New Model Launches - Several new models have been launched recently, including the Leado L60 and the second-generation Haval H9, showcasing advancements in technology and competitive pricing [17][18]