汽车行业周报：10月多家自主品牌及新势力创销量新高，继续关注华为产业链相关公司

Investment Rating - The report maintains a "Neutral" rating for the automotive and parts industry [4] Core Insights - In October, several domestic brands and new energy vehicle companies achieved record sales, with BYD selling 502,700 units, a year-on-year increase of 66.5% and a month-on-month increase of 19.8% [9][19] - The report highlights the positive impact of the vehicle replacement policy, which is expected to continue boosting the automotive market in the fourth quarter [9][12] - The report emphasizes the strong performance of Huawei's automotive ecosystem, particularly with the launch of the new luxury electric vehicle brand, Zun Jie, expected to debut at the Guangzhou Auto Show [10][12] Summary by Sections Sales Tracking - In October, the wholesale sales of passenger vehicles reached 672,000 units, a year-on-year decrease of 19% [19] - The cumulative wholesale sales for the year reached 20.423 million units, a year-on-year increase of 4% [19] Market Trends - The automotive sector's performance was mixed, with the automotive sales and service sector showing a positive return of +4.66%, while the automotive parts sector declined by -0.90% [15][16] - The report notes that several new energy models are set to launch in November, which is expected to further stimulate market interest [11][12] Investment Recommendations - The report suggests focusing on companies with strong third-quarter earnings and growth potential, including BYD, Jianghuai Automobile, Changan Automobile, and others [12][14] - Specific companies highlighted for investment include BYD, Jianghuai Automobile, and several others within the Huawei supply chain and autonomous driving sectors [12][14]