4月乘用车零售同比增14.4%，港股汽车ETF(520600)盘中涨超2%，连续3日上涨

Core Viewpoint - The Hong Kong stock market is witnessing a strong performance in the automotive sector, with significant increases in both the index and individual stocks, indicating a positive trend in the industry. Group 1: Index Performance - As of May 8, 2025, the CSI Hong Kong Stock Connect Automotive Industry Theme Index (931239) rose by 1.66% [1] - The Hong Kong automotive ETF (520600) saw a mid-day increase of over 2%, marking a three-day consecutive rise [1] - The trading volume of the Hong Kong automotive ETF reached 392 million yuan, with a turnover rate of 65.53%, reflecting active market participation [1] Group 2: Key Stocks and Sales Data - The top ten weighted stocks in the CSI Hong Kong Stock Connect Automotive Industry Theme Index account for 77.67% of the index, with BYD (01211) and Xpeng Motors (09868) among the leaders [2] - In April, BYD sold 380,000 vehicles, a year-on-year increase of 21.3% and a month-on-month increase of 0.7%, with overseas sales reaching 79,000 units, up 91.9% year-on-year [2] - The total retail market size for narrow passenger cars in April was approximately 1.75 million units, reflecting a year-on-year increase of 14.4% [2] Group 3: Industry Trends - The automotive industry is experiencing a triple inflection point in smart driving technology, user acceptance, and business models, with a positive outlook for leading domestic automakers [3] - The Hong Kong automotive ETF is positioned to capitalize on the future of intelligent driving [4]