自主乘用车份额持续提升，Robotaxi+机器人产业趋势愈发清晰

Group 1: Passenger Vehicles - The retail sales of domestic passenger vehicles reached 10.644 million units from January to October 2024, up 20.2% year-on-year, with a market share of 59.7%, an increase of 7.9 percentage points compared to 2023[3] - The retail market share of domestic new energy passenger vehicles was 87.7% from January to September 2024, up 3.1 percentage points year-on-year[3] - In October 2024, the wholesale sales of passenger vehicles were 2.732 million units, with a month-on-month increase of 11.5%[34] Group 2: Export Performance - From January to October 2024, passenger vehicle exports totaled 4.1 million units, a year-on-year increase of 24.0%[52] - The export of plug-in hybrid vehicles surged by 189.8% year-on-year, reaching 216,000 units, while pure electric vehicle exports decreased by 9.1% to 811,000 units[52] - The export growth of plug-in hybrid vehicles to Brazil and Mexico was particularly notable, with sales increasing from 31,000 units in 2023 to 72,000 units in 2024 for Brazil[53] Group 3: Commercial Vehicles - The total sales of commercial vehicles from January to October 2024 were 3.19 million units, down 3.43% year-on-year[66] - The sales of new energy commercial vehicles reached 53,000 units, up 120.2% year-on-year, with a penetration rate of 7.1%[4] - The implementation of scrapping policies is expected to further stimulate demand for commercial vehicles[4] Group 4: Industry Trends - The Robotaxi market is projected to reach $834.9 billion by 2030, driven by advancements in autonomous driving policies and technology[5] - The humanoid robot market is expected to exceed $20 billion by 2030, with significant growth potential for automotive parts suppliers[5]