汽车行业周报：“金九银十”新能源汽车如期热销，爆款车型集中提产加速交付

Investment Rating - The automotive sector is rated positively with an overall increase of 8.89% this week, outperforming the Shanghai and Shenzhen 300 index which rose by 8.48% [6][14]. Core Insights - The new energy vehicle (NEV) market saw record sales in September, with brands like BYD, Li Auto, and Leap Motor achieving significant year-on-year growth [6][12]. - BYD's sales reached 417,600 units in September, marking a 46% increase year-on-year, while Li Auto and Leap Motor reported increases of 49% and 114% respectively [12][23]. - The automotive parts sector is expected to benefit from the ongoing technological upgrades and partnerships with quality car manufacturers [7][12]. Market Performance - The automotive sector's performance this week included a rise in various sub-sectors: passenger vehicles increased by 8.76%, commercial vehicles by 8.82%, and automotive parts by 10.87% [6][14]. - The NEV sales data for September showed significant growth across multiple brands, with BYD leading the market [12][23]. Industry Data Tracking - NEV sales in September included 417,600 units for BYD, 53,700 for Li Auto, and 33,800 for Leap Motor, reflecting strong demand during the peak season [12][23][27]. - The dealer inventory warning index for September was reported at 54.0%, indicating a slight decrease in inventory levels compared to previous months [34]. New Model Tracking - New models launched this week include the BYD Tengshi Z9 GT and various models from Changan and Geely, indicating a robust pipeline of new products in the market [41].