汽车行业周报（2026/2/20-2026/2/27）：蔚来与博世签署战略合作协议

Investment Rating - The report maintains an "Overweight" rating for the automotive industry [6][15]. Core Insights - The automotive sector has shown mixed performance, with the automotive index rising by 1% over the past week, while the new energy vehicle index remained flat, and the commercial vehicle index fell by 3% [2][6]. - NIO has signed a strategic cooperation agreement with Bosch, focusing on core technologies in smart electric vehicles, including steer-by-wire and battery management systems [14]. - The report highlights several investment opportunities, including: 1. Rapid growth in AIDC power equipment demand, recommending Weichai Power for its diversified layout in diesel and gas generator sets [15]. 2. Liquid cooling technology in automotive components, recommending Silver Wheel for its manufacturing advantages [15]. 3. Growth potential for passenger vehicles in Europe under carbon reduction policies, recommending XPeng Motors and SAIC Motor [15]. 4. Advancements in the intelligent driving industry driven by L3 testing progress, recommending Nexperia and China Automotive Technology [15]. 5. Long-term potential in humanoid robotics, recommending Delta Electronics and Ningbo Huaxiang [15]. Summary by Sections 1. Industry Weekly Market Review - The automotive index increased by 1% over the past week, while the new energy vehicle index was flat, and the automotive parts index rose by 2% [6][7]. - In the past month, the automotive index also increased by 1%, with the automotive parts index up by 2% [6][7]. 2. NIO and Bosch Strategic Cooperation Agreement - NIO and Bosch signed a strategic cooperation agreement during the visit of German Chancellor Merz to China, focusing on collaboration in smart electric vehicle technologies [14]. 3. Investment Strategy and Recommendations - The report maintains an "Overweight" rating and provides specific recommendations for various companies based on their growth potential in the automotive sector [15][17].