汽车行业周报（25年第19周）：Robotaxi商业落地加速，AEB系统标配标准进入公开征求意见阶段【国信汽车】

Monthly Production and Sales - In April, automobile production and sales reached 2.619 million and 2.590 million units, respectively, with month-on-month declines of 12.9% and 11.2%, but year-on-year increases of 8.9% and 9.8% [1][17] - Passenger car production and sales were 2.257 million and 2.223 million units, showing month-on-month declines of 12.4% and 10%, and year-on-year growth of 10.2% and 11% [1][17] - New energy vehicle (NEV) production and sales were 1.251 million and 1.226 million units, with year-on-year growth of 43.8% and 44.2% [1][17] - NEVs accounted for 47.3% of total new car sales, while exports reached 517,000 units, reflecting month-on-month growth of 2% and year-on-year growth of 2.6% [1][17] Weekly Data - From May 5 to May 11, domestic passenger car registrations totaled 454,000 units, up 4.9% year-on-year and 7.1% month-on-month; NEV registrations were 226,100 units, up 16.0% year-on-year and 10.7% month-on-month [1][17] Market Performance - During the week of May 14 to May 18, the CS Auto index rose by 1.25%, with the CS Passenger Vehicle index increasing by 3.16%. In contrast, the CS Commercial Vehicle index fell by 2.02% [1][17] Cost Tracking and Inventory - As of May 10, 2025, prices for float glass, aluminum ingots, and zinc ingots decreased year-on-year by 22.49%, 4.05%, and 1.32%, respectively, while month-on-month changes were +0.10%, -2.28%, and -0.29% [2] - The inventory coefficient for automotive dealers in April was 1.41, down 17.1% year-on-year [2] Industry News - BYD announced the establishment of its European headquarters in Hungary, marking a significant step in its international development and local integration [2] - WeRide launched a pure unmanned Robotaxi trial operation in Abu Dhabi, becoming the first in the Middle East [3] - Tesla released videos of its humanoid robot dancing and applied for the "Optimus" trademark in China [4] - Huawei and UBTECH signed a comprehensive cooperation agreement to develop humanoid robots and smart factory demonstration solutions [5] - The China Securities Index Company launched the China Securities Innovation and Entrepreneurship Robot Index, reflecting the performance of companies in the robotics sector [6] - XPeng officially entered the Italian market, showcasing its products at the Milan Design Week [7] - Geely's acquisition of Zeekr was detailed, with management changes announced post-acquisition [8] - Audi plans to sell its design and engineering subsidiary Italdesign [9] New Model Launches - The new IM L6 was officially launched with a starting price of 219,900 yuan, featuring advanced technologies [10] - Honda postponed its investment plan of approximately 150 billion CAD for an electric vehicle and battery production base in Canada due to market demand slowdown [11] Government News - A mandatory national standard for light vehicle automatic emergency braking systems has entered the public consultation phase, expanding its applicability [12]