汽车与零部件行业周报：特朗普当选对特斯拉产业链或将形成利好，小鹏P7+大定达3.15万辆

Investment Rating - The industry investment rating is "Overweight" [32] Core Insights - The automotive industry has shown a positive performance with a weekly increase of 7.29%, outperforming the Shanghai Composite Index which increased by 5.50% [4][13] - The report highlights the potential benefits for Tesla's supply chain following Trump's election, as he advocates for high tariffs to support domestic manufacturing [5][6] - The report indicates a significant increase in October automotive sales, with total sales reaching 3.053 million units, a year-on-year increase of 7% [7][18] - New energy vehicle sales in October reached 1.43 million units, marking a year-on-year increase of 49.6% and a penetration rate of 46.8% [20][21] Summary by Sections Market Review - The automotive sector's performance ranked 8th among 31 first-level industries, with notable increases in automotive services (+10.25%) and automotive parts (+7.74%) [4][13] - The top five performing companies in the industry included Jun Chuang Technology (+76.95%), Wei Tang Industrial (+49.84%), and Shan Zi Gao Ke (+47.06%) [4][16] Industry Data Tracking - In October 2024, total automotive sales were 3.053 million units, with passenger vehicle sales at 2.755 million units, reflecting a year-on-year increase of 10.7% [7][18] - Cumulative automotive sales from January to October reached 24.624 million units, a year-on-year increase of 2.7% [18] Recent Industry/Key Company Dynamics - The report notes that the China Passenger Car Association estimates a 58% year-on-year increase in wholesale sales of new energy passenger vehicles for October [24] - Tesla's domestic sales exceeded 40,000 units in October, a 41% increase year-on-year [25] - Xpeng's new model P7+ achieved over 31,500 pre-orders within 24 hours of its launch [6][26] Investment Recommendations - Recommendations include focusing on passenger vehicle manufacturers that are expanding into hybrid and overseas markets, such as BYD, Great Wall Motors, and Changan Automobile [10][27] - For automotive parts, the report suggests focusing on companies related to electric and intelligent vehicles, such as Yinlun Technology and Bertley [10][27]