自动驾驶赛道再迎利好政策！智能驾驶ETF（516520）单日3.84亿成交额创历史新高

Group 1 - The smart driving sector has seen significant trading activity since 2026, driven by the gradual implementation of L3-level autonomous driving regulations, decreasing hardware costs, the open-source empowerment of AI large models, and the commercialization of smart driving [1][5] - The smart driving ETF (516520) has attracted a total of 503 million yuan since 2026, with an average daily trading volume of 228 million yuan, representing a 660% increase compared to the average daily trading volume of 30 million yuan in 2025 [1][5] - On January 14, 2026, the Shanghai Municipal Economic and Information Commission and other departments issued the "Shanghai High-Level Autonomous Driving Leading Area 'Mosu Zhixing' Action Plan," which outlines nine key tasks to accelerate the transformation of autonomous driving technology innovation into industrial competitiveness [1][6] Group 2 - The action plan aims to cultivate industry-leading autonomous driving large models, with L2 and L3-level vehicles accounting for over 90% of new car production, and L4-level autonomous vehicles achieving mass production [2][6] - The smart driving ETF (516520) closely tracks the CSI Smart Car Theme Index, which reflects the overall performance of companies in the smart car industry, with the top five secondary industries being automotive parts (24.0%), semiconductors (19.6%), passenger cars (14.4%), software development (11.3%), and communication equipment (7.1%) [2][6] - The fund manager of the smart driving ETF, Huatai-PB Fund, is one of the first ETF managers in China, having launched the Huatai-PB CSI 300 ETF (510300), which has a current scale of 429.7 billion yuan and is highly active in the market [2][6] Group 3 - The Huatai-PB CSI 300 ETF (510300) announced a cash dividend of 1.23 yuan per 10 fund shares, with a total dividend amount expected to approach 11 billion yuan, potentially setting a new record for single dividends in domestic ETFs [3][7]