汽车行业周报：年末乘用车市场维持高景气，蔚来发布全新品牌firefly萤火虫

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（以下内容从东海证券《汽车行业周报：年末乘用车市场维持高景气，蔚来发布全新品牌firefly萤火虫》研报附件原文摘录）投资要点：本周汽车板块行情表现：本周沪深300环比下跌0.14%；汽车板块整体下跌1.05%，在31个行业中排第8。细分行业中，（1）整车：综合乘用车、商用载货车、商用载客车子板块分别变动-2.26%、-3.72%、2.32%。（2）汽车零部件：车身附件及饰件、底盘与发动机系统、...

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Sound车载音响、银河Flyme Auto智能座舱、W-HUD等座舱配置，并可实现AEB、BSD、ICC等13项L2智能驾驶辅助功能。11月吉利银河单月销量达7.5万辆，同比+121%，E5、E8、L6、L7等四款车型在10-20万元市场逐步建立市场优势，推动吉利汽车产品结构从油车向电车持续切换，随着新车型星舰7EM-i的上市交付，销量及新能源汽车占比有望继续提升。投资建议：（1）整车：政策暖风叠加新车周期，行业龙头定价权优势持续显现，智驾升级重塑竞争格局，关注受益新车型增量的比亚迪、小鹏汽车、华为汽车合作方等。（2）汽车零部件：关注绑定优质车企，客户结构具备较强优势的零部件供应商，以及域控制器、线控底盘、空气悬架、汽车座椅等技术与配置升级方向，相关标的如拓普集团、伯特利、科博达、保隆科技、继峰股份、爱柯迪、华阳集团等。风险提示：行业竞争加剧的风险；原材料价格及汇率波动的风险；贸易环境变化的风险等","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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