汽车与汽车零部件行业周报、月报：智电转型持续，欧洲计划加强电动车支持

Investment Rating - The report maintains a "Recommended" investment rating for the automotive and automotive parts industry [6]. Core Insights - The report highlights the ongoing transformation towards electric vehicles (EVs) in Europe, with plans to enhance support for EVs amid challenges faced by European automakers [3]. - Domestic demand for automobiles is expected to remain stable, supported by the "old-for-new" vehicle replacement policy, although short-term demand may be affected by the Spring Festival and previous policy exhaustion [2]. - The report emphasizes the potential for Chinese automotive companies to expand internationally, particularly in the EV sector, as trade barriers increase in the U.S. and Europe [3][4]. Summary by Sections Important Data - In January 2025, several automotive companies reported their sales figures, with notable growth for companies like Xiaopeng (268% year-on-year) and Lixiang (-4% year-on-year) [11]. Industry News - The report discusses significant developments in the domestic automotive market, including FAW-Volkswagen's plans to launch 19 new models and increase R&D investment to over 18 billion yuan annually [13][14]. - The establishment of Anhui Zhijie New Energy Vehicle Co., Ltd. by Chery, with a registered capital of 1 billion yuan, indicates a strategic move towards electric vehicle production [15][17]. - The first guiding opinions on new energy vehicle insurance in China were released, aiming to optimize insurance supply and enhance pricing accuracy [18]. - Geely plans to launch two methanol-electric hybrid models, showcasing innovation in energy flexibility [19]. - BYD's Seal 05DM-i is set to launch on February 10, 2025, with a pre-sale price starting at 89,800 yuan [20][22]. International Market Developments - Ford and Tesla announced significant recalls due to battery issues, affecting over 400,000 vehicles combined [23][24]. - German companies have collectively decided to stop purchasing new Tesla vehicles due to dissatisfaction with CEO Elon Musk's behavior [27]. - BYD's Tengshi D9 was officially launched in Indonesia, marking its entry into the Southeast Asian market [28]. - Tesla and BMW have filed a lawsuit against the EU regarding tariffs on imported electric vehicles from China, reflecting ongoing trade tensions [29][31].