Group 1 - The core viewpoint is that the automotive industry will present opportunities by 2026, driven by the high-end upgrade of domestic brands, accelerated penetration of intelligence, and the production of embodied intelligence [1] - Key areas of focus include opportunities in domestic high-end brands, accelerated profitability in the heavy truck supply chain, increased production of core intelligent hardware, enhanced cockpit value, and the promotion of robotaxis [1] - The Hong Kong Automotive ETF (520720) tracks the Hong Kong Stock Connect Automotive Index (931239), which selects listed companies involved in vehicle manufacturing, components, and emerging fields of intelligent driving, reflecting the overall performance of related securities [1] Group 2 - The index has a high research and development investment and growth characteristics, with the vehicle manufacturing sector accounting for over 60% of its weight, demonstrating strong market elasticity and international features [1] - The Hong Kong Automotive ETF (520720) can be traded directly through A-share accounts without the need for a Hong Kong Stock Connect permission, addressing the pain point of ordinary investors lacking investment tools [1]
香港汽车ETF(520720)盘中涨超1.6%,连续5日资金净流入,2026年汽车行业存结构机会
Mei Ri Jing Ji Xin Wen·2026-01-15 05:52