汽车行业周报（24年第49周）：11月全国乘用车厂商批发销量环比增长8%，华为与广汽签署深化合作协议

Investment Rating - The report maintains an "Outperform" rating for the automotive industry [2][8] Core Viewpoints - The automotive industry is transitioning into a technological era, with electric, intelligent, and connected vehicles driving demand and innovation [20][21] - The domestic automotive market is expected to maintain a compound annual growth rate of 2% over the next 20 years, with significant growth in the electric vehicle segment [21][33] - The report highlights the importance of new energy vehicles, predicting sales of 1.15 million units in 2024, representing a 21% increase [21][33] Summary by Sections Investment Recommendations - Recommended companies include Yutong Bus, XPeng Motors, Desay SV, and others focusing on intelligent and electric components [5][39] - Emphasis on the rise of domestic brands and the opportunities in incremental components related to electric and intelligent vehicles [39][40] Market Performance - In the week of December 2-6, the automotive sector saw an increase of 3.49%, outperforming the Shanghai Composite Index [3][8] - The wholesale sales of passenger vehicles in November reached 2.943 million units, a 15% year-on-year increase [2][3] Industry Trends - The report notes a significant increase in the registration of new energy vehicles, with a year-on-year growth of 55.3% in November [2][3] - The automotive industry is experiencing a structural shift, with traditional manufacturers adapting to electric and intelligent technologies [20][39] Key Company Earnings Forecasts - The report provides earnings forecasts for key companies, indicating a positive outlook for those involved in electric and intelligent vehicle production [7][39]