汽车行业跟踪：世界智能网联汽车大会开幕，尊界将于广州车展期间亮相

Investment Rating - The automotive industry investment rating is "Positive" [2][3] Core Views - The World Intelligent Connected Vehicle Conference opened on October 17, 2024, indicating a rapid acceleration in the intelligent connected vehicle industry [2][3] - The penetration rate of L2 level intelligent driving in China's new energy vehicles has reached 66.4%, with L3 technology developing rapidly [2][3] - The pricing of the high-performance vehicle "Zun Jie" from Huawei, which exceeds 1 million yuan, is expected to enhance Huawei's positioning in the high-end and intelligent vehicle market [2][3] - The report anticipates an overall increase in industry sales due to policy support for vehicle replacement and an increase in new vehicle supply from manufacturers [2][3] Summary by Sections Market Review - The automotive sector recorded a rise of 1.34% during the week of October 14-18, 2024, outperforming the CSI 300 index by 0.36 percentage points [6] - The passenger vehicle segment increased by 0.96%, while the commercial vehicle segment decreased by 1.34% [6] Industry News - Tesla's global vice president emphasized compliance as a fundamental aspect of business operations [12] - The EU plans to maintain its ban on new fuel vehicles starting in 2035 despite industry pressure [13] - Global electric vehicle sales grew by 30.5% year-on-year in September, setting a new record [12][13] Key Company Announcements - Xiaopeng Motors announced the global pre-sale of its AI vehicle P7+ starting at 209,800 yuan [14] - Huawei's ADS 4.0 is set to launch L3 level autonomous driving for highways and urban areas by 2025 [15] Data Tracking - BYD sold 419,426 vehicles in September 2024, a year-on-year increase of 45.91% [17] - Ideal Auto delivered 53,709 vehicles in September 2024, marking a 48.94% increase year-on-year [18] New Vehicle Launches - New models launched include the Geely Happiness MPV and the Changan Kua Yue D5 EV, with prices ranging from 189,800 to 229,900 yuan [29]