汽车与零配件行业周报：特斯拉举办“We， Robot”自动驾驶发布会，小鹏P7+AI智驾掀背轿跑正式亮相

Investment Rating - The report does not explicitly state an investment rating for the automotive industry, but it suggests a positive outlook for companies involved in autonomous driving and electric vehicles, such as XPeng Motors and BYD [5][20]. Core Insights - The automotive industry has experienced a decline in stock indices over the past week, with the Shenwan Automotive Index down by 5% and the New Energy Vehicle Index down by 6%. However, the industry has shown positive growth over the past month and year, with significant increases in the sales of new energy vehicles [4][6][7]. - The report highlights the successful launch of Tesla's "We, Robot" autonomous driving event, indicating a shift towards a future dominated by autonomous vehicles. This event is expected to enhance the development of autonomous driving technologies in the industry [16]. - XPeng Motors has introduced the P7+ AI smart coupe, which is positioned as the world's first AI car, showcasing advanced features in autonomous driving and AI integration [17][18]. Summary by Sections 1. Automotive Industry Market Overview - The Shenwan Automotive Index has seen a 5% decline in the past week, while it has increased by 16% over the past month and 7% year-to-date. The New Energy Vehicle Index has also shown a similar trend with a 21% increase year-to-date [6][7][8]. - Retail sales of passenger vehicles in September reached 2.063 million units, a 2% year-on-year increase, while new energy vehicle sales surged by 51% year-on-year [15][19]. 2. Key Companies and Performance - Notable performers in the automotive sector over the past month include Guangting Information, Shuanglin Shares, and Weimais, with increases of 55%, 48%, and 41% respectively. Conversely, companies like Jinlong Automobile and Aima Technology have seen significant declines [10][12]. - The heavy truck market saw sales of approximately 56,000 units in September, reflecting a 35% year-on-year decline, while new energy heavy trucks have shown strong growth [19]. 3. Investment Strategies and Recommendations - The report recommends investing in companies with strong capabilities in autonomous driving and those involved in domestic substitution and industrial upgrades, such as XPeng Motors and BYD. It also suggests keeping an eye on companies like Ideal Automotive and Yutong Bus [5][20].