汽车行业跟踪（2024.10.14-2024.10.20）：世界智能网联汽车大会开幕，尊界将于广州车展期间亮相
Xinda Securities·2024-10-20 10:03

Investment Rating - The automotive industry is rated as "Positive" [2][3] Core Insights - 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 will debut at the Guangzhou Auto Show, is expected to exceed 1 million yuan [2][3] - The overall sales of the automotive industry are expected to continue rising due to increased new car supply and the peak sales season in September and October [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 baseline for business operations, while the EU plans to maintain its ban on new fuel vehicles starting in 2035 [12][13] - In September, global electric vehicle sales grew by 30.5%, with China achieving record sales [12][13] Key Company Announcements - Xiaopeng Motors announced the global pre-sale of the P7+ model starting at 209,800 yuan, aiming for significant international expansion [14][15] - Huawei's ADS 4.0 is set to launch L3 level autonomous driving for commercial use by 2025 [15][16] Data Tracking - In September 2024, BYD sold 419,426 vehicles, a year-on-year increase of 45.91% [17][18] - The average daily retail sales of passenger vehicles in October 2024 are projected to be 65,588 units, reflecting a 20% year-on-year increase [19] New Vehicle Launches - New models launched include the Geely "Happiness" MPV and the BYD "Seagull" with a range of 605 km, priced between 136,800 and 186,800 yuan [29]