汽车行业研究周报：吉利发布高阶智驾系统，问界m2和M92025款预售-2025-03-11

Investment Rating - The report maintains an "Overweight" rating for the automotive industry [2] Core Insights - Geely has launched the "Qianli Haohan" advanced intelligent driving system, which covers various models under its brand, aiming to enhance the driving experience across the country [1][10] - The "Qianli Haohan" system includes five versions (H1, H3, H5, H7, H9), with the H9 version featuring a fully redundant L3 level architecture for comprehensive driving scenarios [5][10] - The pre-sale prices for the 2025 models of the AITO M8 and M9 are set at 368,000 yuan and 478,000 yuan respectively, with the M9 model achieving significant sales milestones in the luxury segment [5][12] Investment Strategy and Key Focus - The report suggests focusing on undervalued leading companies in the vehicle and parts sectors due to performance improvements, as well as core targets in the new energy and intelligent vehicle sectors [6][11] - Recommended companies include BYD, Li Auto, and Top Group, each with a 20% weight in the investment focus [14] - The automotive sector is expected to rebound as economic conditions normalize and stimulus policies take effect, with production and sales likely to continue rising [11][13] Market Review - The automotive sector experienced a weekly increase of 3.08%, outperforming the CSI 300 index, which rose by 1.39% [7][14] - In the sub-sectors, automotive services and parts saw notable weekly gains of 2.21% and 5.00% respectively [7][14]