小米YU7正式发布，特斯拉如期推出Robotaxi

Investment Rating - The industry investment rating is "Positive" [6] Core Viewpoints - Multiple heavyweight new cars are launched, with the Xiaomi YU7 and Tesla Robotaxi being highlights. The Xiaomi YU7 has a strong market response, with over 240,000 orders locked within 18 hours of its release, indicating significant consumer interest [3][24] - The Tesla Robotaxi has been officially launched in Austin, Texas, with a price of $4.20 per ride, showcasing advancements in autonomous driving technology and nearing Level 4 capabilities [3][22] - The automotive industry is experiencing intensified competition, with a focus on creating blockbuster models and penetrating the luxury market as potential strategies for differentiation [3][23] - There is optimism regarding strong original equipment manufacturers (OEMs) in intelligent driving and the supply chain for blockbuster vehicles, with recommendations for various automotive companies and parts suppliers to be monitored for growth opportunities [5][38] Summary by Sections New Vehicle Launches - The Xiaomi YU7 was launched with a price range of 253,500 to 329,900 CNY, featuring advanced specifications such as a maximum range of 835 km and a fast-charging capability of 800V [3][25] - The Ideal i8, a pure electric SUV, is expected to be released in July, targeting family users with its long range and spacious design [3][24] Market Trends - The automotive sector is seeing a shift towards intelligent driving and electric vehicles, with significant sales growth in the new energy vehicle segment, which accounted for over half of retail sales in May [4] - The competition in the luxury car market is relatively favorable, with companies that have strong product layouts expected to achieve better profitability [3][23] Investment Recommendations - Recommended OEMs include XPeng Motors, SAIC Motor, BYD, Changan Automobile, Great Wall Motors, and Leap Motor, while parts suppliers such as Huayang Group, Desay SV, and Junsheng Electronics are also highlighted for their growth potential [5][38]