汽车行业周报：欧盟对华电动车反补贴征收正式生效，10月九大品牌销量创新高

Investment Rating - The report maintains an "Outperform" rating for the automotive industry [2] Core Insights - The European Union has officially implemented a five-year anti-subsidy tax on electric vehicles imported from China, with specific rates for various manufacturers [8] - The automotive sector is experiencing robust growth, with several new energy vehicle brands achieving record sales in October [3][4] - Major automakers are accelerating their electric and intelligent transformation in response to favorable policies and market demand [4] Summary by Sections 1. Industry Key News - The EU's anti-subsidy tax on Chinese electric vehicles has been enacted, with rates including 17.0% for BYD and 18.8% for Geely [8] - Xiaomi has launched the SU7 Ultra, priced at 814,900 yuan, featuring advanced performance metrics [8] - Waymo has completed a $5.6 billion funding round to expand its autonomous taxi services in the U.S. [10] - Porsche's Q3 profit has dropped by 41%, prompting a reduction in its dealer network in China [10] 2. Market Performance - The A-share automotive sector outperformed the broader market, with a decline of only 0.50% compared to the 1.68% drop in the CSI 300 index [3][15] - The passenger vehicle sector's PE ratio has increased, while the commercial vehicle sector's PE ratio has decreased [18] 3. New Vehicle Releases - Upcoming models include Hongqi Guoya, AION RT, and XPeng P7+, with launch dates in early November [21][22] 4. Upstream Data Tracking - The report tracks price movements in key materials, noting slight increases in steel and aluminum prices, while natural rubber prices have decreased [23][24][25]