Investment Rating - The report maintains a neutral rating for the automotive and parts industry [4] Core Insights - In November, several new energy vehicle manufacturers reported impressive sales, with companies like Avita, Leap Motor, and Xiaopeng achieving record monthly sales. Avita sold 11,579 units in November, a year-on-year increase of over 180% and a month-on-month increase of 15.1%. Leap Motor's deliveries reached 40,169 units, marking a month-on-month increase of 5.2%, while Xiaopeng delivered 30,895 units, up 29.2% month-on-month [14][30] - The Zun Jie S800 has opened for pre-orders, surpassing 2,000 orders within 48 hours. The vehicle, developed in collaboration with Huawei and JAC Motors, is priced between 1 million to 1.5 million yuan and is expected to launch in Q1 2025. It features advanced technologies such as L3 intelligent driving architecture and is anticipated to be a strong competitor in the luxury car market [15][38] - GAC Group has announced a partnership with Huawei to create a new high-end intelligent electric vehicle brand, expanding Huawei's collaboration network. This partnership aims to leverage both companies' strengths in hardware and software for product development and marketing [16] Summary by Sections Market Performance - The automotive sector's performance is supported by the continued effectiveness of vehicle replacement policies, with several companies showing strong third-quarter earnings and growth potential [2][20] Sales Tracking - Preliminary statistics indicate that from November 1-24, the wholesale sales of passenger vehicles in China reached 1.935 million units, a year-on-year increase of 34% [30] Industry News - The report highlights the launch of the Zun Jie S800 and the new Zhi Jie S7, showcasing advancements in design and technology, including features like super cruise and high-performance electric drivetrains [38][39]
汽车行业周报：尊界S800两日预订超2000辆，继续关注华为产业链相关公司
Orient Securities·2024-12-02 03:57