汽车行业周报：小鹏P7+开启预售，搭载纯视觉方案实现端到端智驾

Investment Rating - The report maintains a "Bullish" outlook for the automotive industry, indicating a potential rise in the market index over the next six months [37]. Core Insights - The automotive sector has shown a mixed performance, with the overall automotive sector down by 2.20%, ranking 22nd among 31 industries. The retail sales of passenger vehicles from October 1-13 reached 823,000 units, a year-on-year increase of 20%, while new energy vehicles saw retail sales of 408,000 units, up 64% year-on-year [8][15][23]. - New models are being launched, such as the Xiaopeng P7+, which has received over 30,000 pre-orders within 1 hour and 48 minutes of its announcement, showcasing strong market interest [9][13]. - Leap Motor has introduced the B10 model, enhancing its global market strategy with advanced technology and features aimed at young consumers [14]. Market Performance - The Shanghai Composite Index rose by 0.98% this week, while the automotive sector experienced a decline of 2.20%. Within the automotive sub-sectors, passenger vehicles dropped by 5.01%, while commercial vehicles saw a rise of 3.80% [8][15]. - The report highlights significant movements in individual stocks, with companies like Jianbang Technology and Xingmin Zhitong seeing substantial gains of over 25% [19]. Industry Data Tracking - The report tracks weekly data from the China Passenger Car Association, noting that the wholesale volume of passenger vehicles was 713,000 units, also reflecting a 20% year-on-year increase [23]. - The report indicates that the traditional peak season for the automotive industry is contributing to the sustained high growth in vehicle sales, supported by government incentives for vehicle replacements [13]. New Model Tracking - New models launched include the Dongfeng Lantu Zhi Yin and the Jianghuai X8 E family, with various configurations and price points aimed at different market segments [28][29]. Industry Dynamics - Recent policies include the Shanghai Municipal Government's implementation of subsidies for the replacement of National IV diesel vehicles, which could impact the market positively [32]. - Companies like BYD and Geely are actively participating in international auto shows, showcasing their latest models and expanding their global presence [33][34][35].