汽车与汽车零部件行业周报、月报：十月销量普创新高，龙头引领出海步伐

Investment Rating - The report maintains a "Recommended" investment rating for the automotive and auto parts industry [4]. Core Insights - October sales reached new highs, with 11 automakers achieving record sales, including BYD, which sold 500,000 units for the first time in a month [1][2]. - The automotive industry is entering a phase of high-quality growth, driven by policy support and a recovery in demand due to trade-in incentives [2]. - Domestic automakers are accelerating their overseas expansion, facing both opportunities and challenges, particularly with the EU's new tariffs on Chinese electric vehicles [3]. Summary by Sections Weekly Market Review (2024.10.26-11.1) - The automotive sector experienced a slight decline of 0.44%, with the Shanghai Composite Index down 1.68% [7]. - The commercial vehicle segment saw the highest increase at 1.93%, while the passenger vehicle segment had the largest decline at 2.19% [9]. Weekly Data Tracking (2024.10.25-2024.10.31) - Retail sales of passenger vehicles from October 1-27 reached 1.812 million units, a 9% year-on-year increase [12]. - New energy vehicle retail sales during the same period were 946,000 units, up 49% year-on-year [12]. Industry News (2024.10.25-2024.10.31) - A new joint venture between BMW and Mercedes-Benz launched a supercharging brand in China, aiming to build at least 1,000 supercharging stations by 2026 [24][25]. - Xiaomi Group received a license to enter the car insurance market, aligning with its electric vehicle strategy [26].