汽车行业研究周报：世界智能网联汽车大会开幕，汽车智能化加速

Investment Rating - The report maintains an "Overweight" rating for the automotive industry [3]. Core Insights - The 2024 World Intelligent Connected Vehicle Conference highlighted the acceleration of the automotive industry's transformation towards electrification, connectivity, and intelligence, which is crucial for advancing new industrialization and developing new productivity [6][7]. - The Ministry of Industry and Information Technology plans to implement a new development plan for the intelligent connected vehicle industry, focusing on collaborative development, innovation, and the establishment of a unified standard for connected facilities [6][7]. - Key breakthroughs in the intelligent connected vehicle sector include advancements in AI technology, integration of intelligent and connected systems, and significant progress in legislation for autonomous driving [6][7]. Summary by Sections 1. Weekly Discussion - The automotive industry is undergoing rapid transformation with a focus on electrification, connectivity, and intelligence, as emphasized during the World Intelligent Connected Vehicle Conference [6][7]. - The conference announced ten major breakthroughs in the global intelligent connected vehicle industry, showcasing the achievements of the past 5-10 years [6][7]. 2. Investment Strategy and Key Focus - The report suggests focusing on undervalued leading companies in the automotive sector, particularly those benefiting from performance improvements and the core segments of electrification and intelligence [7][9]. - Recommended companies include BYD, Changan Automobile, Geely, and Li Auto in the new energy sector, as well as stable, undervalued parts suppliers like Huayu Automotive and Fuyao Glass [7][9]. 3. Market Review - The automotive sector experienced a weekly increase of 1.15%, outperforming the Shanghai Composite Index and other major indices [10]. - The report highlights the performance of various sub-sectors within the automotive industry, noting significant movements in automotive services, parts, and vehicles [10]. 4. Prices of Key Materials/Components - The report includes data on the prices of essential materials such as power batteries, hot-rolled sheets, aluminum, copper, and rubber, which are critical for the automotive industry [16][17][19].