Xin Lang Cai Jing·2025-10-09 07:01Core Insights - The smart vehicle ETF, Taikang (159720), has seen a 2.07% increase, marking its third consecutive rise, with the underlying index, the CSI Smart Electric Vehicle Index (H11052), up by 2.22% [1] - Major electric vehicle manufacturers, including Xiaopeng, NIO, and Li Auto, reported record-high monthly deliveries for September, indicating strong market demand [1] - The Ministry of Industry and Information Technology has released a draft for mandatory national standards for intelligent connected vehicles, which is expected to enhance consumer trust in smart driving technologies [2] Group 1: ETF Performance and Market Trends - The smart vehicle ETF Taikang (159720) reached a new high in size at 70.4062 million yuan as of September 30, with a significant increase of 200,000 shares over the past two weeks [1] - Key stocks within the ETF, such as Chipone Technology (688521) and Ganfeng Lithium (002460), have shown substantial gains, with increases of 12.84% and 9.00% respectively [1] - The ETF employs a full replication strategy to closely track the CSI Smart Electric Vehicle Index, outperforming its benchmark by 0.41% in Q2 2025 [3] Group 2: Industry Developments and Standards - The newly proposed national standards for intelligent driving systems include features for hand and gaze detection, which are expected to increase the penetration of L2 and higher-level driving functions [2] - The introduction of these standards is anticipated to expand the market for essential components such as lidar, high-performance driving chips, and driver monitoring systems [2] Group 3: Investment Opportunities - The ETF covers critical segments of the smart driving industry, with top holdings in companies like CATL and BYD, which are well-positioned to benefit from the dual trends of electrification and intelligence in vehicles [4][5] - The ETF's top ten holdings account for 55.33% of its total weight, indicating a strong focus on companies that are integral to the L4 autonomous driving supply chain [3] - Investors are encouraged to monitor developments in smart driving regulations and pilot operations of Robotaxi services to capitalize on investment opportunities in the smart driving sector [3]