汽车行业周报：以旧换新政策发力带动行业销量增长 10月10日特斯拉ROBOTAXI即将发布

德邦证券股份有...00:00

行业重点新闻。（1）中央以旧换新+地方置换更新政策双发力，新能源车强势增长带动汽车同环比提升。2024 年8 月，汽车产销分别完成249.2 万辆和245.3 万辆，环比分别增长9%和8.5%，同比分别下降3.2%和5%；乘用车产销分别完成222.1万辆和218.1 万辆，环比均增长9.4%，同比分别下降2.3%和4%；2024 年8 月，商用车产销分别完成27.1 万辆和27.2 万辆，环比分别...

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日，加拿大表示，正在考虑对中国关键矿产品、电池和零部件、太阳能产品以及半导体征收附加税。美国政府9 月13 日确定大幅度上调中国产品的进口关税，其中包括将电动汽车关税提高100%，以加强对美国国内战略产业的保护。（5）金龙智能驾驶亮相投洽会。金龙DIDO 自动驾驶物流车搭载L4 级自动驾驶技术和模块化的智能货箱，针对性地解决了物流链条中成本高、效率低的末端配送问题，为传统业务流程带来了价值增长，已实现在开放道路多种复杂交通环境下的无人驾驶，为智慧城市编织更加完善的智慧物流网络。行情回顾：本周A 股汽车板块跑输大盘。（1）本周沪深300 指数跌幅2.23%，其中汽车板块跌幅1.83%，涨跌幅位居A 股中信一级行业第26 位。（2）本周SW 乘用车跌幅1.07%，蔚来-SW、小米集团-W 领涨。（3）本周SW 商用车跌幅1.94%，宇通客车、*ST 汉马领涨。（4）本周SW 汽车零部件跌幅1.93%，襄阳轴承、建设工业领涨。本周观点：主流车企电动智能化进一步加速，叠加政策利好释放需求，行业销量有望保持稳健增长。整车厂方面，建议关注比亚迪、长城汽车、零跑汽车、赛力斯、北汽蓝谷、江淮汽车、理想汽车-W、小鹏汽车-W、吉利汽车、广汽集团、长安汽车；零部件方面，建议关注岱美股份、通用股份、森麒麟、爱柯迪、浙江仙通、福耀玻璃、伯特利、潍柴动力、无锡振华、中国汽研、德赛西威、沪光股份、上声电子、双环传动、松原股份、拓普集团、贝斯特、三花智控、得邦照明、常熟汽饰、新泉股份、保隆科技、精锻科技、卡倍亿、继峰股份、上海沿浦、腾龙股份、明新旭腾、隆盛科技、银轮股份等。风险提示：宏观经济波动风险、原材料价格波动风险、海内外汽车销量不及预期","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Product 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