汽车行业周报：Waymo开发新AI模型EMMA，丰田&NTT将联手开发自动驾驶汽车软件
Yong Xing Zheng Quan·2024-11-07 05:55

Investment Rating - The report maintains an "Overweight" rating for the automotive industry [2][7][9] Core Insights - In the retail market from October 1 to 27, 2024, retail sales of passenger vehicles reached 1.812 million units, representing a year-on-year increase of 9% and a month-on-month increase of 2%. The report anticipates steady growth in domestic automotive consumption demand under supportive policies [7][23] - The inventory level of automotive dealers has increased compared to August 2024, with a comprehensive inventory coefficient of approximately 1.29 in September 2024 [7] - The market share of new energy vehicles in September 2024 was approximately 45.8%, with significant price reductions observed in various models, particularly in the new energy segment [8][26] Summary by Sections Market Review - The automotive sector declined by 0.44% from October 28 to November 1, 2024, outperforming the overall A-share market, ranking 17th among all primary industries [9][11] Industry Data Tracking - In September 2024, total automotive sales were approximately 2.809 million units, a month-on-month increase of 14.5% and a year-on-year decrease of 1.7% [17][19] - Retail sales of passenger vehicles in September 2024 were about 2.525 million units, with a month-on-month increase of 15.8% and a year-on-year increase of 1.5% [17][19] - The export of automobiles in September 2024 was approximately 539,000 units, a month-on-month increase of 5.4% and a year-on-year increase of 21.4% [19][21] Industry Dynamics - Recent developments include Huawei's establishment of 413 supercharging stations and a collaboration between Toyota and NTT to develop autonomous driving software [30] - Waymo announced the development of a new AI model, EMMA, for its autonomous taxi service, which shows promise in complex environments [30] Company Announcements - Key companies reported significant revenue growth in Q3 2024, with notable increases in revenue and net profit for companies like Kobot and Top Group [30]