Huaxin Securities·2025-07-14 08:17Investment Rating - The report maintains a "Buy" rating for the automotive industry and highlights the potential of humanoid robots, recommending specific companies within this sector [5][8][41]. Core Insights - The humanoid robot sector is experiencing significant opportunities, with a notable order of 1.24 billion yuan awarded to Zhiyuan and Yushu by China Mobile, marking the highest order amount in the domestic humanoid robot industry [4][5]. - The automotive market is expected to see accelerated growth in robot application scenarios, with a focus on platform-based companies that hold competitive advantages [5][8]. - The report emphasizes the importance of intelligent vehicles and the ongoing collaboration between automotive manufacturers and technology firms like Huawei [6][7]. Summary by Sections Market Performance - The automotive sector's performance has been mixed, with the automotive index declining by 0.6%, underperforming the broader market [15][16]. - In the past year, the automotive sector has outperformed the market, with significant gains in new energy vehicles and intelligent vehicles [16][30]. Industry Data Tracking - In July, the average daily retail of passenger cars was 40,000 units, showing a year-on-year increase of 1% [36]. - The wholesale of passenger cars in the first week of July reached 233,000 units, a 39% increase compared to the same period last year [37]. Company Announcements and Industry News - Zhiyuan and Yushu's successful bid for a humanoid robot project with China Mobile is a significant development in the industry [4]. - The report highlights the launch of new models by various manufacturers, including NIO and Chery, indicating ongoing innovation in the automotive sector [60]. Recommended Stocks - The report recommends several companies for investment, including Shuanglin Co., Redik, and Jianghuai Automobile, all of which are expected to perform well in the coming years [10][43][42].