汽车行业专题研究：数据研究院：12月上旬整体订单同比增长约50%，年末各车企冲刺销量目标

Investment Rating - The industry investment rating is maintained as "Outperform the Market" [32][54]. Core Insights - In December, the overall orders for the industry increased by approximately 41% to 46% year-on-year, with expectations of total sales nearing 500,000 units for the month [8][33]. - Several automakers have implemented aggressive sales strategies, including limited-time zero-interest policies, which are expected to drive new orders to approximately 720,000 to 730,000 units by the end of December [34][37]. - The survey of 32 automotive industry professionals indicated that new energy vehicle orders are showing significant growth, with some companies reporting order increases of up to 60% compared to the same period last year [10][18]. Summary by Sections Order Tracking and Forecast - In the second week of December, six major automakers reported new orders of 150,000 to 160,000 units, reflecting a year-on-year increase of 41% to 46% [48]. - The first two weeks of December saw total new orders reach 300,000 to 310,000 units, marking a year-on-year increase of 47% to 52% [33][48]. - Specific automakers, such as Company J, are expected to see orders exceed 50,000 units in December, with a year-on-year growth of over 40% [31][29]. Recommendations - The report recommends focusing on domestic brands such as BYD, GAC Group, Changan Automobile, Geely, and Great Wall Motors, as well as new entrants like Li Auto and Xpeng Motors [30]. - NIO is also suggested as a company to watch closely due to its potential in the market [30].