Mei Ri Jing Ji Xin Wen·2025-06-24 02:17Group 1 - The core viewpoint of the news highlights the significant rise in Hong Kong's stock market, particularly in the smart driving sector, with the Hong Kong Stock Connect Automotive ETF (159323) experiencing a surge of over 3% [1] - The ETF's holdings include leading companies in the smart driving space, such as Zhejiang Shibao, Youjia Innovation, Zhixing Technology, Horizon Robotics, Li Auto, and Xpeng Motors, with Zhejiang Shibao seeing a rise of over 25% [1] - Tesla's Robotaxi service launched in Austin on June 22, 2025, with an initial fleet of 10 to 20 modified Model Y vehicles, priced at $4.2 per ride, indicating a move towards autonomous ride-hailing services [1] Group 2 - Jianghai Securities anticipates that Robotaxi will achieve large-scale commercialization by 2026, projecting a domestic market size of nearly 500 billion yuan [1] - The report suggests focusing on leading Robotaxi companies such as WeRide and Pony.ai, as well as key components related to Robotaxi, including companies like Jingwei Hirain, Nexperia, Bertel, Hesai Technology, and Zhejiang Shibao [1] - The Hong Kong Stock Connect Automotive ETF (159323) is heavily focused on the passenger vehicle sector, with leading weights in BYD (15.09%), Xpeng Motors (14.81%), Li Auto (14.03%), and Geely (10.53%), collectively accounting for 54.46% of the index [2]