Xin Lang Cai Jing·2025-06-04 02:45Core Insights - The smart connected vehicle ETF (159872.SZ) increased by 0.67%, with its associated index, CS Vehicle Networking (930725.CSI), rising by 0.52% [1] - Key component stocks such as BYD rose by 1.26%, Derun Electronics surged by 9.97%, Youfang Technology increased by 7.12%, OFILM gained 1.10%, and Siwei Tuxin rose by 1.19% [1] - Xpeng Motors and Huawei announced a strategic partnership on June 5, which is expected to catalyze the smart connected vehicle industry chain, leading to significant stock price increases for related companies like Derun Electronics and Youfang Technology [1] - Research from Kaiyuan Securities highlights the rise of limited scenario L4 autonomous driving, indicating a continued evolution of automotive intelligence and deeper penetration into the industry chain [1] - Guotai Junan Securities focuses on the commercialization capabilities of automotive supply chain manufacturers, suggesting a transition from technological explosion to commercial validation, with hardware OEM models bringing new momentum to the industry [1] Related Products and Stocks - Smart Connected Vehicle ETF (159872), linked funds (Class A 021080, Class C 021081, Class I 022885) [2] - Related stocks include BYD (002594), Huayu Automotive (600741), Inovance Technology (300124), Hongfa Technology (600885), CATL (300750), iFlytek (002230), Dahua Technology (002236), Desay SV (002920), OFILM (002456), and SAIC Motor (600104) [2]