汽车行业跟踪：多家车企发公布智驾计划，特朗普称将于4月2日征收新的汽车关税

Investment Rating - The investment rating for the automotive industry is "Positive" [2] Core Insights - The automotive industry is experiencing accelerated electric and intelligent transformation, supported by favorable policies, which is expected to sustain steady growth in sales [4] - Major automakers are unveiling their smart driving plans, with significant collaborations such as the partnership between Huawei and SAIC Group [6][7] - The establishment of new companies and strategic goals, such as the formation of Zeekr Technology Group with a target of 710,000 annual sales, indicates a competitive landscape [6] Summary by Sections Industry News Highlights - BYD plans to start mass demonstration of solid-state battery applications by 2027 and aims for large-scale deployment by 2030 [6] - Zeekr Technology Group has been established, with Zeekr holding 51% and Geely 49% of the shares, setting a sales target of 710,000 units [6] - Leap Motor announced a smart driving plan to achieve nationwide coverage of urban fast/highway NAP by Q1 2025 [6] - Lantu's OTA 2.0 was released, enhancing over 1,000 features, including advanced navigation capabilities [6] - Russia ranked third in absolute growth of light vehicle production among major automotive countries, with a total production of 756,000 units last year [6] - The collaboration between SAIC and Huawei to develop the HarmonyOS intelligent driving model has been finalized [6] - Lantu plans to launch L3 level autonomous driving vehicles in collaboration with Huawei, with commercial deployment expected in the next two years [7] - BMW is developing a next-generation electric test vehicle with advanced technologies [7] - China National Heavy Duty Truck achieved a strong start in January with a market share of 29.4% in heavy truck sales [7] - Toyota established a Lexus New Energy Company in Shanghai with a registered capital of 107.1 billion yen [7] - Changan Automobile announced its overseas market plans for 2025, including the launch of a factory in Thailand [7] - A new brand vehicle from the collaboration between Huawei and GAC is set to launch in 2026 [7] - Japan's automotive sales increased by over 12% in January, reaching 376,255 units [7] Market Performance - The A-share automotive sector outperformed the market with a weekly increase of 3.45%, ranking fifth among all sectors [4] - The passenger vehicle sector saw a PE valuation increase, while the commercial vehicle sector experienced a slight decline [17] New Vehicle Releases - The Aion AION UT is set to launch on February 28, 2025, with a price range of 89,800 to 109,800 yuan [22] Upstream Data Tracking - Steel prices have slightly increased, while aluminum prices have also risen [23][24] - Natural rubber prices have decreased, and float glass prices have risen [24][25] - Lithium carbonate prices have stabilized after a decline since March 2024 [29]