汽车行业周报：欧盟向中国电动汽车征收反补贴税提议获通过，理想、小鹏、比亚迪创单月交付历史新高

Investment Rating - The automotive industry is rated as "Outperform the Market (Maintain)" [1] Core Insights - The European Union has approved a proposal to impose anti-subsidy tariffs on Chinese electric vehicles, which may impact the competitive landscape [1][8] - Ideal and Xiaopeng have achieved record monthly delivery numbers, indicating strong demand and operational performance [1][8] - NIO is expanding into the Middle East and North Africa, enhancing its global presence and addressing local electric vehicle demand [1][8] - BYD has reported a record monthly sales figure of 419,426 new energy vehicles in September, reflecting a year-on-year growth of 45.91% [1][9] Industry Key News - The EU's proposal to impose anti-subsidy tariffs on Chinese electric vehicles received necessary support from member states, with tariffs expected to range from 17% to 36.3% [1][8] - Ideal Auto delivered 53,709 vehicles in September, a year-on-year increase of 48.9%, while Xiaopeng delivered 21,352 vehicles, marking a significant increase [1][8] - NIO has signed a strategic cooperation agreement to establish a technology R&D center in Abu Dhabi, focusing on smart driving and AI technology [1][8] - Ideal has launched a new generation of smart driving technology, enhancing user experience [1][8] - BYD's sales in September surpassed 41,000 units, marking a historic high for monthly deliveries [1][9] - Toyota and Subaru plan to jointly develop electric vehicles for release in 2026, targeting markets in Japan, the US, and Europe [1][8] Market Performance - The automotive sector outperformed the broader market, with the A-share automotive index rising by 8.94% compared to the 8.48% increase in the CSI 300 index [2] - The passenger vehicle segment saw significant gains, with companies like Li Auto and Xiaopeng leading the charge [2][7] New Vehicle Launches - The Star Sea S7, a new electric vehicle, was launched on September 30, 2024, with a price range of 119,800 to 154,900 CNY [23]