小米YU7订单大超预期，特斯拉ModelY实现自主交付

Investment Rating - The report maintains a "Recommendation" rating for the automotive industry, indicating a positive outlook for the sector [5]. Core Insights - The automotive industry experienced an overall increase of 2.6% from June 22 to June 28, with significant developments in electric vehicles and autonomous driving technology [1][11]. - Xiaomi's YU7 model exceeded expectations with over 200,000 pre-orders within 3 minutes of launch, and 240,000 orders within 18 hours, highlighting strong consumer interest [23][24]. - Tesla achieved a milestone by delivering a Model Y autonomously for the first time, showcasing advancements in self-driving technology [29]. Market Performance Overview - The automotive sector's secondary segments saw comprehensive growth, with automotive parts and services rising by 4.6% and 4.3% respectively [11]. - Notable individual stock performances included Construction Industry (+35.9%), Haitai Technology (+35.7%), and Patel (+31.3%) [3][14]. Recent Industry Developments - The report highlights several key industry events, including the launch of the Wanjie M8 model, which achieved over 30,000 deliveries in 58 days, and the introduction of a strategic investment of 5 billion RMB in Seris Automotive [21][27]. - The establishment of new companies, such as Yipai Automotive by Dongfeng Motor, aims to enhance the company's capabilities in the electric and intelligent vehicle sectors [22]. Investment Recommendations - The report suggests focusing on companies with strong sales performance or potential blockbuster vehicles, including BYD, Seris, Great Wall Motors, and Jianghuai Automotive [5]. - For commercial vehicles, it recommends Yutong Bus, China National Heavy Duty Truck, and Weichai Power, while highlighting quality enterprises in parts manufacturing such as Fuyao Glass and Top Group [5].