汽车行业周报：特斯拉机器人新动态引领机器人赛道进一步发酵；小米销量亮眼，SU8预热

Investment Rating - The report maintains a positive outlook on the automotive industry, particularly highlighting opportunities in the electric vehicle (EV) and robotics sectors [2][4]. Core Insights - The report emphasizes the technological advancements in robotics, particularly Tesla's Optimus robot, which has garnered significant market attention [2]. - The sales performance of Xiaomi's vehicles has been strong, with expectations for the upcoming SU8 model to further boost market interest [2]. - The report suggests focusing on companies like BYD, Xiaomi, and their supply chains, as well as Huawei's HarmonyOS and other emerging players in the robotics and EV sectors [2][4]. Industry Update - In the week of November 18-24, 2024, retail sales of passenger vehicles reached 582,000 units, a month-on-month increase of 2.58%. Traditional energy vehicles sold 280,900 units (+3.58%), while new energy vehicles sold 301,100 units (+1.67%), resulting in a new energy penetration rate of 51.74% [2]. - The automotive industry recorded a total transaction value of 450.4 billion yuan, with the industry index closing at 6312.90 points, reflecting a weekly increase of 0.31% [3][8]. - The report notes that the automotive industry index's growth was lower than that of the CSI 300 index by 1 percentage point, ranking 27th among the primary industries [8][13]. Market Performance - The report highlights that 222 automotive stocks increased in value, while 68 decreased. The top gainers included Wangcheng Technology, Zhengqiang Co., and Shanghai Yanpu, with increases of 25.3%, 23.0%, and 20.4%, respectively [3][15]. - The report also mentions significant price movements in raw materials, with traditional vehicle raw material price indices increasing by 0.9% week-on-week and decreasing by 1.0% month-on-month, while new energy vehicle raw material price indices increased by 0.4% week-on-week and 0.8% month-on-month [3][74]. Key Events - The report notes the launch of several new models, including Huawei's flagship vehicle, the Zun Jie S800, which features advanced design and technology, with a pre-sale price range of 1 million to 1.5 million yuan [6][7]. - The report also highlights the strategic investment by BAIC Group in Pony.ai, amounting to $70.35 million, indicating ongoing interest in autonomous driving technologies [27].