SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-11-03 03:09Group 1 - The Hong Kong stock market showed mixed performance with the Hang Seng Technology Index experiencing slight fluctuations, while major ETFs followed suit with varying results [1] - Several automakers reported strong sales figures for October, with companies like Leap Motor, Xpeng, NIO, and Xiaomi all exceeding 40,000 monthly deliveries, indicating a robust market during the peak sales season [1] - Guotai Junan Securities anticipates a strong sales surge in Q4, predicting that electric vehicle penetration rates will reach new highs, particularly benefiting companies with strong brand power in the mid-to-low-end market [1] Group 2 - A growing number of automakers, including Xpeng, Xiaomi, and others, are entering the humanoid robot sector, which is expected to open new growth opportunities for the automotive industry [2] - The investment strategy report from Open Source Securities highlights that automakers possess comprehensive advantages in the realm of intelligent driving and robotics, suggesting a convergence of these technologies [2] - The valuation framework for automakers is expected to shift from traditional metrics to a model more akin to technology companies, focusing on cash flow discounting and segment valuation [2] Group 3 - The Hong Kong Stock Connect Automotive ETF (159323) focuses on the new energy vehicle sector, featuring a leading proportion of passenger cars and covering emerging automakers, which may benefit from advancements in robotics technology [3] - The Hang Seng Technology Index ETF (513180) includes a diverse range of high-growth technology assets, providing investors with access to key Chinese tech companies without needing a Hong Kong Stock Connect account [3]