CMS·2025-08-10 11:49Investment Rating - The report maintains a "Recommended" rating for the automotive industry, indicating a positive outlook for the sector's fundamentals and expected performance exceeding the benchmark index [5][29]. Core Insights - The automotive industry experienced an overall increase of 2.4% from August 3 to August 9, with significant developments in the robotics sector catalyzing interest in the automotive supply chain, particularly in midstream manufacturing and automotive components [1][12]. - Key events include the launch of the world's first robot consumption festival in Beijing and the Shanghai government's plan to develop the embodied intelligence industry, aiming for a core industry scale of over 50 billion yuan by 2027 [1][26]. - Notable vehicle launches include the successful pre-sale of the new models from the Zhijie brand, with over 10,000 orders within the first hour [1][24]. Market Performance Overview - The automotive sector's performance was positive, with most sub-sectors showing gains. The motorcycle and other segments saw the highest weekly increase of 9.6%, while automotive parts and services rose by 4.5% and 2.2%, respectively [2][12]. - Individual stock performance was varied, with notable gainers including Zhongma Transmission (+49.5%) and Huami New Materials (+34.0%), while Jianghuai Automobile saw a decline of 7.2% [3][14]. Recent Developments - The report highlights several key developments, including the establishment of a subsidiary in Spain by Changshu Automotive Decoration and advancements in flying car technology by XPeng [9][22]. - BYD announced a breakthrough in its fifth-generation DM technology, achieving a new low in fuel consumption of 2.6L per 100 km under NEDC conditions [25]. - The report also notes the significant investment by Zhijie in R&D, with plans to expand its team to 5,000 and introduce multiple new products [24][27].