汽车行业周报：Optimus和Cybercab齐亮相，特斯拉AI业务冉冉升起前夕

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [8][39]. Core Insights - The automotive sector is experiencing a relative underperformance compared to the broader market, with the CITIC Automotive Index down 4.3% recently, lagging behind the CSI 300 Index by 1.0 percentage points [14]. - Tesla's AI business is gaining traction, with the introduction of Optimus and Cybercab showcasing advancements in humanoid robotics and autonomous vehicles [3][4]. - The report highlights significant investment opportunities in Tesla's AI supply chain, particularly focusing on the Optimus Gen 3 and its advanced components [7][38]. Market Performance and Valuation - The automotive sector's PE (TTM) stands at 27.2, placing it in the 11.3% percentile over the past four years, while the PB is at 2.5, in the 78.0% percentile [19]. - The report notes that the average performance of 23 tracked companies in the North Exchange automotive sector was down 7.9% recently [25]. Industry Data Tracking and Commentary - In September, the average daily wholesale of passenger cars showed a mixed performance, with a total of 2.469 million units sold, reflecting a year-on-year growth of 1% [29]. - The report indicates a positive trend in retail sales, with a total of 2.063 million passenger cars sold in September, marking a 2% increase year-on-year [31]. Investment Strategy - The report suggests focusing on companies with deep collaborations with Huawei, such as Seres and JAC Motors, as well as on domestic auto parts manufacturers benefiting from technological changes and export opportunities [38]. - Specific investment targets include companies involved in lightweight materials, interior and exterior parts, and intelligent automotive technologies [38]. Recommended Stocks - The report lists several stocks with "Buy" ratings, including Mold Technology, Shuanglin Technology, and Jianghuai Automobile, among others [39].