智能汽车ETF（159889）午后涨超1.1%，Robotaxi商业化提速或催化板块估值

Group 1 - The core viewpoint is that the commercialization of Robotaxi is expected to accelerate as domestic and international companies increase their investments in this sector [1] - Xiaoma Zhixing reported a 200% year-on-year growth in Robotaxi business revenue in Q1 2025, with plans to expand its fleet to 1,000 vehicles by the end of the year [1] - Tesla plans to launch its autonomous taxi service in June and gradually expand its scale [1] Group 2 - WeRide's Robotaxi revenue accounted for 22.3% of total revenue, showing a year-on-year increase of 10.4 percentage points, and it is deepening cooperation with Uber [1] - NVIDIA is applying AI models to autonomous vehicles and has partnered with Mercedes to launch a fleet [1] - Baidu's Apollo Go service recorded over 1.4 million autonomous driving orders in Q1, representing a 75% year-on-year growth [1] Group 3 - The high-level autonomous driving sector requires support from regulatory and testing systems, indicating a new phase for automotive technology services [1] - The value and penetration rate of the autonomous driving segment are expected to increase, presenting significant benefits [1] - The Smart Car ETF (code: 159889) tracks the CS Smart Car Index (code: 930721), which includes listed companies involved in smart driving, vehicle networking, and new energy vehicles [1]