智驾成果“闪耀”2026 CES，智能驾驶ETF（516520）助力布局汽车智能化转型新浪潮

Core Insights - The issuance of the first L3-level autonomous driving license in Chongqing marks a significant step towards the commercial use of autonomous vehicles in China, transitioning from research and testing to compliance and commercialization [1][3] - The positive news has led to increased investment in the smart automotive sector, with the smart driving ETF (516520) attracting over 455 million yuan in net inflows since December 2025, significantly surpassing the total net inflow of 101 million yuan for the first eleven months of 2025 [1][3] - The scale of the smart driving ETF has grown from 390 million yuan at the beginning of December 2025 to 903 million yuan by January 7, 2026, representing an increase of over 130% [1][3] Industry Dynamics - The 2026 International Consumer Electronics Show (CES 2026) opened on January 6, showcasing the latest advancements in autonomous driving from various automotive companies, indicating rapid iteration in key areas such as smart cockpits, operating systems, and intelligent driving [1][4] - Artificial intelligence technology is increasingly penetrating the upgrades of intelligent driving assistance systems, in-vehicle interaction, and smart manufacturing, which is expected to drive the evolution of intelligent driving systems from single-function to cross-domain integration [4] - The smart driving ETF (516520) closely tracks the CSI Smart Automotive Theme Index, which includes companies providing terminal perception and platform applications for smart vehicles, reflecting the overall performance of the smart automotive industry [2][4] Sector Composition - The top five sectors represented in the CSI Smart Automotive Theme Index are automotive parts (24%), semiconductors (19.6%), passenger vehicles (14.4%), software development (11.3%), and communication equipment (7.1%), covering multiple segments of the smart automotive supply chain [2][4]