汽车行业周报：特斯拉正式发布Robotaxi，计划2026年投产

Investment Rating - The report maintains an "Overweight" rating for the automotive industry [6][7]. Core Insights - The automotive market is expected to see stable growth in consumer demand due to supportive policies, with retail sales of passenger vehicles in September 2024 reaching 2.063 million units, a year-on-year increase of 2% and a month-on-month increase of 8% [6][22]. - The market share of new energy vehicles (NEVs) in August 2024 was approximately 44.8%, indicating ongoing competition in the NEV segment [6][19]. - The report highlights a significant increase in the number of price reductions for various vehicle models, particularly in the NEV category, with 195 models seeing price cuts in the first nine months of 2024 [6]. Summary by Sections 1. Market Review - The automotive sector experienced a decline of 4.57% from October 8 to October 11, 2024, underperforming compared to the overall A-share market [7][10]. 2. Industry Data Tracking 2.1 Monthly Vehicle Sales - In August 2024, total vehicle sales were approximately 2.453 million units, with a month-on-month increase of 8.5% and a year-on-year decrease of 5% [15][16]. 2.2 Weekly Vehicle Sales - For the period of September 1-30, 2024, retail sales of passenger vehicles were 2.063 million units, showing a year-on-year growth of 2% and a month-on-month growth of 8% [22]. 2.3 Sales Outlook - The narrow passenger vehicle retail market is projected to be around 2.1 million units in September 2024, with a year-on-year increase of 4% [23]. 2.4 Raw Material Price Tracking - As of October 11, 2024, the price of battery-grade lithium carbonate was approximately 76,500 yuan per ton, reflecting a 1% change from the previous month [24][26]. 3. Industry Dynamics - Notable developments include Leap Motor's CEO stating a target of 4 million units in sales by 2026, and Tesla's announcement of its Robotaxi, expected to be produced by 2026 [29][30]. 4. New Vehicle Launches - New models expected to launch in October 2024 include Geely's Xingyuan, Lantu's Zhiyin, and BYD's Sea Lion 06GT [30]. 5. Company Announcements - Bojun Technology anticipates a year-on-year net profit increase of approximately 90% to 120% for the first three quarters of 2024 [31].