汽车与汽车零部件行业周报、月报：自动驾驶，人类历史新篇章

Investment Rating - The report maintains a recommendation for the automotive industry, emphasizing the importance of autonomous driving and humanoid robots as new directions for investment [5]. Core Insights - The Tesla "WE, ROBOT" event showcased the introduction of autonomous vehicles, including Robotaxi and Robovan, with production expected to begin in 2027 and 2025 respectively. The cost of Robotaxi is projected to be below $30,000, significantly reducing travel costs compared to current options [2]. - The report highlights a transformative shift in the automotive industry due to the rise of autonomous driving and humanoid robots, which could lead to a significant reduction in global vehicle ownership and production [3]. - The integration of artificial intelligence and robotics is seen as a solution to labor shortages caused by aging populations, positioning humanoid robots as essential components of future economic growth [3]. Summary by Sections Weekly Market Review (2024.10.05-10.11) - The automotive sector experienced a decline of 4.57%, with all related sub-sectors showing negative performance. The commercial vehicle sector had the smallest drop at 2.19%, while the automotive services sector saw the largest decline at 5.26% [9][11]. Data Tracking (2024.10.04-2024.10.11) - Retail sales of passenger vehicles in September reached 2.063 million units, a year-on-year increase of 2%, while wholesale sales were 2.469 million units, also up by 1% year-on-year. The new energy vehicle market saw retail sales of 1.12 million units, marking a 51% increase year-on-year [16]. Industry News (2024.10.04-10.11) - Xiaomi's automotive factory construction is progressing rapidly, with a total area of 400,000 square meters and an expected annual output value of no less than 16 billion yuan [25]. - BYD launched a new car transport ship named "BYD CHANGZHOU," enhancing its logistics capabilities for exporting vehicles [27]. - Geely's new electric vehicle, the Star Wish, was officially launched with a price range of 69,800 to 98,800 yuan, targeting entry-level consumers [28]. International Market Insights - NIO is expanding into the Middle East and North Africa, establishing a technology R&D center in Abu Dhabi to cater to the growing demand for smart electric vehicles in the region [34]. - Stellantis has filed a lawsuit against the UAW over threats of a strike related to investment plans, highlighting ongoing labor relations challenges in the automotive sector [35].