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1、Jan 03,2025Global Auto DatabookMorgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research.As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research.Investors should consider Mor

2、gan Stanley Research as only a single factor in making their investment decision.For analyst certification and other important disclosures,refer to the Disclosure Section,located at the end of this report.+=Analysts employed by non-U.S.affiliates are not registered with FINRA,may not be associated p

3、ersons of the member and may not be subject to FINRA restrictions on communications with a subject company,public appearances and trading securities held by a research analyst account.M O R G A N S T A N L E Y R E S E A R C HGlobal Autos&Shared Mobility TeamNorth AmericaAdam Jonas,CFA1+1(212)-761-17

4、26Daniela M Haigian+1(212)761-6071William J Tackett+1 212 761-6028Elizabeth J.Tso+1 212 761-4507EuropeJavier Martinez de Olcoz Cerdan+34 9141-81289Ross MacDonald+44 20 7425-0240Shaqeal A Kirunda+44 20 7425-0736ChinaShelley Wang4+852 3963-0047S.KoreaYoung Suk Shin5+82 2 399-9907IndiaBinay Singh6+852

5、2239-1901TaiwanTim Hsiao7+852 2848-19821Morgan Stanley&Co.Incorporated3Morgan Stanley&Co.International plc+3Morgan Stanley MUFG Securities Co.,Ltd.+4Morgan Stanley Asia Limited+5Morgan Stanley&Co.International plc,Seoul Branch+6Morgan Stanley India Company Private Limited+7Morgan Stanley Taiwan Limi

6、ted+Sources:Company data,Autodata,ACEA,Anfavea,China Auto Market,JADA,JMVA Note all regions have available data for Dec 2024 as of publication.Note:Europe&China sales growth is excluding of LCV sales.See our recent reports below:Humanoid Disruptors:Unitree-Humanoids Starting at$16K(Jan 28,2025)Revis