汽车与零配件行业周报：理想智驾数据高速增长，极氪、领克两大品牌全面整合

Investment Rating - The investment rating for the automotive industry is "Outperform the Market" and is maintained [2]. Core Insights - The automotive industry has shown mixed performance in recent weeks, with the Shenwan Automotive Index down 2% over the past week, while the New Energy Vehicle Index remained flat [3][9]. - Retail sales of passenger vehicles from November 1 to 10 reached 567,000 units, a year-on-year increase of 29%, while cumulative retail sales for the year reached 18.402 million units, up 4% year-on-year [4][20]. - The integration of the Zeekr and Lynk & Co brands is expected to enhance brand positioning and sales synergy for Geely Group [4][22]. - The rapid growth of intelligent driving data from Li Auto indicates significant advancements in user experience and technology [4][21]. - The government is accelerating the pilot programs for intelligent connected vehicles, which is expected to boost the related industry chain [4][25]. Summary by Sections Automotive Industry Market Performance - Over the past week (November 8-15, 2024), the Shenwan Automotive Index decreased by 2%, while the New Energy Vehicle Index was flat. In the past month, the Shenwan Automotive Index increased by 11% [9][10]. - The automotive sector has shown strong performance this year, with the Shenwan Automotive Index up 17% year-to-date [10][11]. Key Stocks in the Automotive Sector - Notable gainers in the past month include Lihu Co., Jinbei Automotive, and Yingboer, while significant decliners include Hailian Jinhui and Jingu Co. [13][16]. Passenger Vehicle Sales - From November 1 to 10, retail sales of new energy passenger vehicles reached 310,000 units, a 70% increase year-on-year, with cumulative sales for the year at 8.638 million units, up 41% [20]. Strategic Developments - The preliminary agreement between Zhongsheng Holdings and Seres for distribution cooperation highlights the potential for growth in the electric vehicle market through strategic partnerships [5][26]. - The recommendation for investment includes companies with strong capabilities in autonomous driving and those involved in domestic substitution and industrial upgrades, such as XPeng Motors and BYD [6][27].