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汽车行业周报:特斯拉发布Cybercab,无人驾驶商业化加速
CHINA DRAGON SECURITIES·2024-10-15 07:37

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [1]. Core Insights - Tesla's release of the Cybercab marks a significant acceleration in the commercialization of autonomous driving, featuring low purchase and operational costs, and a high degree of automation [11][12]. - The report highlights a 45.8% year-on-year increase in new energy vehicle sales during the National Day holiday [12]. - The report emphasizes the strong performance of new energy vehicles, with retail sales reaching 1.123 million units in September, a 50.5% year-on-year increase [28]. Summary by Sections 1. Weekly Insights - Tesla officially launched the Robotaxi product Cybercab, eliminating pedals and steering wheels, relying entirely on an autonomous driving system [11]. - Cybercab is expected to have a sales price below $30,000 and operational costs potentially dropping to $0.2 per mile [11]. 2. Key Industry Dynamics 2.1 Key Industry News - New energy vehicle sales during the National Day holiday increased by 45.8% year-on-year [12]. - The second-hand car sales rose by 65.9% year-on-year during the same period [12]. 2.2 New Models Launched - New models launched include the Changan Deep Blue SL03, Chery Jetour Mountain Sea L7, and Wuling Hongguang Pure Electric version [14]. 2.3 Key Company Announcements - Seres expects to achieve a revenue of 103-110 billion yuan in the first three quarters of 2024, with a net profit of 3.5-4.1 billion yuan, marking a turnaround [15]. 3. Market Performance - The automotive sector under Shenwan fell by 4.57% from October 8 to October 11, 2024, underperforming compared to the Shanghai and Shenzhen 300 index, which dropped by 3.25% [16][19]. 4. Data Tracking 4.1 Monthly Data - In September 2024, retail sales of passenger vehicles reached 2.809 million units, a year-on-year decrease of 1.7% but a month-on-month increase of 14.5% [23]. - New energy vehicle retail sales reached 1.123 million units in September, with a penetration rate of 53.3% [28]. 4.2 Weekly Data - The report notes that the penetration rate of new energy vehicles continues to rise, with a significant increase in both wholesale and retail sales [28][30].