一基网罗港股新势力车企，恒生汽车ETF 5月6日起正式发行！

Core Insights - The 2025 Shanghai Auto Show showcased over 100 new energy vehicles and advanced technologies like flying cars and humanoid robots, highlighting significant technological advancements in China's automotive industry [1] - A new policy from the National Development and Reform Commission aims to boost car purchases by issuing additional purchase quotas for families without cars, which is expected to stimulate demand in the automotive market [1] - The Hang Seng Automotive ETF (code: 159239) is set to launch on May 6, providing investors with a tool to efficiently invest in the Hong Kong stock market's smart automotive sector [1] Investment Opportunities - The Hang Seng Automotive ETF closely tracks the Hang Seng Hong Kong Stock Connect Automotive Theme Index (HSSCAM), which includes leading companies in smart driving technology such as BYD, Xiaopeng, Li Auto, and Leap Motor among its top ten constituents [2] - The index also incorporates Xiaomi, a notable player in the automotive sector, enhancing its representation of quality smart automotive companies [2] - As of April 29, nearly half of the index's constituents are new energy vehicle manufacturers, with over 70% of the components related to smart driving systems and components, positioning it well to capture opportunities in the electric vehicle transition [2] Index Performance - The Hang Seng Hong Kong Stock Connect Automotive Theme Index has a significant focus on vehicle manufacturers and parts suppliers, with weights of 68.1% and 13.9% respectively, benefiting from the global trends of electrification and smart technology in the automotive industry [3] - Historical performance shows that the index has outperformed similar indices over various time frames, with returns of 16% over the last six months, 45% over the past year, and 31% over three years, surpassing the Hang Seng Technology Index and other benchmarks [4] Management Expertise - The proposed fund manager for the Hang Seng Automotive ETF, Tian Ximeng, has eight years of experience in the industry and has managed significant assets in Hong Kong ETFs, indicating strong management capabilities in a complex market [5] - The fund management company, Fuguo Fund, is recognized for its expertise in quantitative investment and has a well-established team that supports the fund manager with extensive research and investment strategies [6] Market Trends - The global smart driving industry is experiencing dual catalysts from policy and technology advancements, with new business growth opportunities emerging in areas like AI integration and robotics in the automotive sector [6]