汽车行业周报：Figure发布VLA大模型HeHelix，尊界S800首发六大智能化技术

Investment Rating - The report maintains a "Buy" rating for the automotive industry, highlighting the potential for domestic brands to capture market share in the high-end segment with the advancement of intelligent technologies [9][41]. Core Insights - The automotive sector has shown strong performance, with the automotive index rising 3.5%, outperforming the broader market by 2.5 percentage points [14]. - The report emphasizes the importance of intelligent driving technologies and collaborations with tech companies like Huawei, which are expected to enhance the competitiveness of domestic automakers [5][8]. - The introduction of new models, such as the Huawei-powered Zun Jie S800, is anticipated to disrupt the luxury car market, traditionally dominated by foreign brands [8][54]. Market Performance - The automotive index has outperformed the market over various time frames, with a 12-month increase of 42.8% compared to the Shanghai Composite's 14.0% [2]. - The report notes significant growth in the new energy vehicle segment, with a 4.4% increase in the new energy vehicle index [15]. Industry Data Tracking - Retail sales of passenger vehicles in February showed a mixed performance, with a year-on-year decline of 31% in the first week, followed by a 91% increase in the second week [32]. - The report indicates that the market is entering a recovery phase, driven by policy support and the natural post-holiday market rebound [33]. Recommended Companies - The report recommends several companies based on their growth potential in the automotive sector, including: - For complete vehicles: Sailyus, Jianghuai Automobile, and Beiqi Blue Valley [9][41]. - For automotive parts: New Spring Co., Daimei Co., and Mould Technology [9][41]. - Specific recommendations for robotics and intelligent components include companies like Sanhua Intelligent Controls and Top Group [41]. Key Technologies - The Zun Jie S800 features six major intelligent technologies, including the Tuling Longxing platform and Angel Seat active safety protection, which are expected to enhance its market appeal [5][54]. - The report highlights the significance of the 800V battery technology in the Zun Jie S800, which allows for rapid charging capabilities [7][54].