Group 1 - Xiaopeng Motors recently unveiled four significant applications at the 2025 Xiaopeng Technology Day, including the second-generation VLA large model, Xiaopeng Robotaxi, a new generation of IRON humanoid robots, and the Huitian flying car [1] - The introduction of female robots and their highly human-like gait has garnered considerable attention [1] - New force car manufacturers are leading the trend in intelligent driving, with Xiaopeng and Li Auto expected to be the first to implement the intelligent driving VLA model in the second half of 2025, enhancing the driving experience [1] Group 2 - In terms of hardware, major deliveries of chips such as Nvidia Thor, Horizon J6P, and Black Sesame A2000 are expected in 2025, while companies like Tesla, NIO, Xiaopeng, Li Auto, and Huawei are also advancing their self-developed intelligent driving chips [1] - The Hong Kong Automotive ETF (520720) closely tracks the CSI Hong Kong Stock Connect Automotive Industry Theme Index (Index Code: 931239.CSI), selecting 50 constituent stocks that include high-growth intelligent driving leaders like Xiaopeng Motors, BYD, and Li Auto [1] - Compared to mature A-share automotive companies, the Hong Kong Stock Connect Automotive Index represents a greater proportion of new forces and intelligent driving leaders with technological innovation attributes and international characteristics [1]
小鹏汽车暴涨超15%！香港汽车ETF（520720）涨超2.3%，网罗港股新势力龙头车企