新能源板块行业周报：欧盟确认对中国进口纯电动车加征反补贴税，10月新能源车零售预计115.0万辆

Investment Rating - The investment rating for the industry is "Outperform the Market" and is maintained [2] Core Viewpoints - The EU has confirmed the imposition of anti-subsidy tariffs on electric vehicles imported from China, with additional tariffs ranging from 7.8% to 35.3% depending on the manufacturer, effective from October 30 [2] - The market share of PHEV and range-extended vehicles has rapidly increased, with a projected penetration rate exceeding 45% by 2025 [3] - In October, retail sales of new energy vehicles are expected to reach 1.15 million units, with a penetration rate of approximately 52.3% [4] - The average price of lithium carbonate has slightly increased, with battery-grade prices ranging from 73,400 to 75,800 CNY per ton as of November 1, 2024 [4] Summary by Sections Investment Opportunities - Leading companies across various segments are expected to benefit from decreasing raw material costs, supportive policies, and increasing end-user demand, with a focus on companies like CATL, Yiwei Lithium Energy, and others [5] - New technology-related companies, including those involved in sodium batteries and other advanced battery technologies, are also recommended for investment [5] - Companies specializing in fast-charging technology are highlighted as potential investment opportunities [5] Market Performance - The overall automotive market is showing positive trends, with a total retail market size of 2.2 million vehicles in October, reflecting an 8.2% year-on-year increase [4] - The growth in the new energy vehicle sector is supported by policies encouraging vehicle trade-ins and scrappage [4]