汽车与零配件行业周报：零跑B系列首款车型B10于巴黎车展首次亮相，比亚迪海豹06GT正式上市

Industry Rating - The report does not explicitly provide an overall industry investment rating [1][2][3] Core Views - The automotive industry showed mixed performance in the past week, with the commercial vehicle index outperforming others, rising 7% [3][6] - The new energy vehicle market continues to grow rapidly, with retail sales reaching 40 8 million units from October 1-13, a 64% year-on-year increase [3][15] - Robotaxi is maturing, and autonomous driving is beginning to generate revenue, with recommendations for companies with large model capabilities and those benefiting from industrial upgrading and domestic substitution [5][23] - Despite increased barriers to overseas markets due to EU tariffs, opportunities remain for companies with strategic partnerships and strong capabilities [5][23] Industry Performance Recent Performance - Over the past week (2024/10/11-2024/10/18), the Shenwan Automotive Index rose 1%, while the commercial vehicle index outperformed with a 7% increase [3][6] - Over the past month (2024/9/18-2024/10/18), the Shenwan Automotive Index rose 18%, with the commercial vehicle index leading at 24% [6] - Year-to-date (2024/1/1-2024/10/18), the commercial vehicle index has surged 50%, while the new energy vehicle index rose 22% [6] Relative Performance - Over the past week, the Shenwan Automotive Index underperformed the Wind All-A Index by 2%, while the commercial vehicle index outperformed by 4% [8][9] - Year-to-date, the commercial vehicle index has outperformed the Wind All-A Index by 42% [8][9] Top Performers - Over the past month, the top-performing stocks in the automotive sector include Xingmin Zhitong (up 80%), Shuanglin Co (up 68%), and Guangting Information (up 66%) [10][12] - The worst-performing stocks over the past month include Hanma Technology (down 6%) and *ST Yuebo (down 97%) [12][13] Key Developments New Vehicle Launches - Leapmotor unveiled its B10, the first model in its B series, at the Paris Motor Show, targeting the 10-15 million yuan market and set for global launch next year [3][17] - BYD launched the Seal 06GT on October 18, with prices ranging from 136,800 to 186,800 yuan, offering both single-motor rear-wheel drive and dual-motor all-wheel drive options [4][19] Market Trends - From October 1-13, passenger vehicle retail sales reached 82 3 million units, up 20% year-on-year, with cumulative retail sales for the year reaching 1,639 7 million units, a 3% increase [3][15] - The new energy vehicle market saw retail sales of 40 8 million units from October 1-13, up 64% year-on-year, with cumulative retail sales for the year reaching 754 million units, a 39% increase [3][15] Strategic Partnerships - Leapmotor announced a global strategic partnership with Stellantis, with the B10 featuring advanced technologies such as the 8295 chip for intelligent cabins and 8650 chip for autonomous driving [17] - Huawei and Jianghuai Automobile are collaborating on the Zunjie, a high-performance vehicle priced over 1 million yuan, set to launch in spring 2025 [16] Investment Recommendations - Companies with strong capabilities in autonomous driving and industrial upgrading, such as XPeng, Bethel, and NIO, are recommended [5][23] - Companies with strategic partnerships and strong overseas capabilities, such as BYD, Leapmotor, and China National Heavy Duty Truck Group, are also recommended [5][23]