智驾领域催化密集、板块资金交投火热！关注智能驾驶ETF（516520）配置机遇

Group 1 - The smart driving sector is experiencing active performance due to multiple catalysts including policy support, technological advancements, and industry promotion [1] - The smart driving ETF (516520) has attracted a cumulative net inflow of 517 million yuan since 2026, with an average daily trading volume increasing to 225 million yuan, a significant growth of 650% compared to 2025 [1] - The fund's scale and shares have risen to 1.22 billion yuan and 880 million shares respectively, indicating strong liquidity and substantial size [1] Group 2 - Recent strategic collaborations, such as between Lantu and Yingwang, aim to enhance cooperation in smart driving and software services, accelerating marketization [1] - A well-known new energy vehicle company has formed a comprehensive strategic partnership with an autonomous driving technology company, focusing on the mass production and commercialization of L4-level Robotaxi technology [1] - Shanghai has set clear goals for autonomous driving development, with plans to achieve large-scale application of high-level autonomous driving by 2027, fostering a competitive smart connected vehicle industry cluster [1] Group 3 - 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 [2] - The top five secondary industries represented in the index are automotive parts (24.0%), semiconductors (19.6%), passenger vehicles (14.4%), software development (11.3%), and communication equipment (7.1%), covering multiple segments of the smart car industry chain [2] - The current PE ratio of the smart driving ETF is 34.33, which is at a low valuation level compared to the past decade, indicating a potentially important investment opportunity [2]