汽车行业新势力周销量跟踪系列：理想领先，零跑亮眼

Investment Rating - The report maintains a "Positive" rating for the automotive industry, expecting overall returns to exceed the CSI 300 Index by more than 5% in the next six months [15]. Core Insights - The automotive industry is experiencing an upward turning point in its business cycle, with expectations for rapid improvement [2]. - Key recommendations focus on companies involved in Huawei and Xiaomi, as well as those in the automotive export sector, highlighting potential growth opportunities [2][3]. - The report emphasizes the strong performance of new energy vehicle brands, particularly Li Auto, which leads in weekly sales, followed by AITO and Leap Motor [3][4]. Summary by Sections Sub-industry Ratings - Weekly sales data for new energy vehicle brands in the second week of May 2024 shows Li Auto leading with 8,000 units sold, followed by AITO with 6,000 units and Leap Motor with 6,700 units [2][3]. - Li Auto's L6 model saw significant sales growth, with 2,789 units sold in the second week of May, up from 865 units in the first week [2][4]. Recommended Companies and Ratings - The report highlights key companies for investment: 1. Huawei automotive and its supply chain, including companies like Seres, Changan Automobile, and others [2]. 2. Automotive exports, focusing on BYD, Great Wall Motors, and others [2]. 3. New energy and smart vehicle sectors, with companies like Desay SV and others [2]. Related Research Reports - The report indicates that the automotive industry's overall performance is expected to improve rapidly, maintaining a "Recommended" rating for the sector [2].