汽车行业周报：吉利雷神EM-i电混正式发布，多家新势力10月交付量同环比增长

Investment Rating - The report maintains a "Recommended" rating for the automotive industry [1] Core Insights - The automotive sector outperformed the Shanghai Composite Index during the week of October 28 to November 1, with the automotive index declining by 0.4% compared to the Shanghai Composite's decline of 0.8% [2][16] - The launch of the Geely Raytheon EM-i hybrid technology is expected to enhance market competition, particularly against BYD's fifth-generation DM-i technology [4][15] - New energy vehicle sales showed significant growth, with several new players reporting substantial month-on-month increases in October [4][15] Summary by Sections Weekly Dynamics - Geely officially launched the Raytheon EM-i hybrid technology, which features a 1.5L engine and P1+P3 motors, achieving a fuel consumption of 2.67L/100km and a comprehensive range exceeding 2300km [4][13] - Multiple new energy vehicle manufacturers reported October sales growth, with Li Auto selling 51,443 units (+27.3% YoY), and AITO's sales increasing by 133.8% YoY [4][14] Sector Performance - The automotive sector index showed a weekly decline of 0.4%, while the passenger vehicle segment decreased by 1.8% [2][16] - Key stocks in the automotive sector experienced varied performance, with Li Auto down 12.7% and Xpeng up 6.0% during the same period [2][16] News and Announcements - The report highlights the importance of policy support and new vehicle launches in driving future opportunities in the automotive sector [15] - The report also notes significant quarterly earnings from various automotive companies, indicating a mixed performance across the industry [20][21][22]