第389批公告：问界M7销量突出，腾势D9竞争MPV标杆

Investment Rating - The report maintains a "Recommendation" rating for the electric vehicle industry, expecting the industry index to rise more than 5% over the next 3-6 months compared to the benchmark index [22]. Core Insights - The report highlights the strong sales performance of the AITO M7, with a total of 183,096 units delivered by the end of November 2024, and a notable delivery of 12,573 units in November alone [1]. - The report emphasizes the D9 model from Tengshi as a benchmark for domestic MPVs, showcasing its advanced intelligent cockpit design and consumer appeal [1]. - Wuling's Star Light SUV is noted for its high safety standards, featuring a battery that has achieved zero self-ignition in a million sales and a robust vehicle structure [1]. - The report suggests focusing on key players in the battery supply chain, including CATL for power batteries and various companies for different battery components, indicating a strong investment opportunity in the sector [1]. Summary by Sections Electric Vehicle Sales - The AITO M7 series has achieved significant sales, with 183,096 units delivered in 2024, reflecting strong market demand [1]. - Tengshi D9 is positioned as a high-end MPV with advanced features, appealing to consumers [1]. Safety and Technology - Wuling's Star Light SUV is highlighted for its safety features, including a battery that has proven to be extremely safe under various conditions [1]. Investment Opportunities - The report identifies several companies across the battery supply chain as potential investment opportunities, including CATL, Doflu, and others in various battery component sectors [1].