汽车行业周报：Fiigure机器人大模型取得重要突破，上汽与华为深度合作落地

Investment Rating - The report maintains a neutral investment rating for the automotive and parts industry [5] Core Insights - The report highlights significant breakthroughs in humanoid robot models and deep collaboration between SAIC and Huawei, which is expected to enhance market competitiveness and brand recognition for SAIC [7][11] - The humanoid robot sector is anticipated to open new growth opportunities for automotive supply companies, with a focus on profitability and valuation increases [12] - The report suggests that competitive domestic brands and new forces in intelligent driving technology will continue to expand their market share by 2025 [12] Summary by Sections Investment Recommendations and Targets - The report recommends continued attention to humanoid robot supply chain investment opportunities, with specific companies expected to see both profit and valuation increases. Suggested companies include SAIC Motor, BYD, and several others in the automotive and parts sectors [2][13] Market Trends - The automotive sector saw a 3.5% increase, outperforming the CSI 300 index, with the automotive parts sector showing a 5.96% increase. The report notes that passenger vehicle sales have shown a year-on-year growth of 65% for early February [15][21] Sales Tracking - Preliminary statistics indicate that from February 1-16, 2025, the wholesale sales of passenger vehicles reached 588,000 units, marking a 65% year-on-year increase, while retail sales reached 581,000 units, reflecting an 11% year-on-year growth [21][29] Industry Developments - The report discusses the launch of the ZunJie S800, which features six advanced intelligent technologies and is expected to set a new benchmark for luxury vehicles in China [12][32] - The collaboration between SAIC and Huawei aims to innovate in smart automotive technology and business models, with the first model expected to launch in Q4 2025 [11][12]