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汽车行业区间震荡
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汽车ETF(516110)涨超1.2%,政策催化下板块或延续区间震荡
Mei Ri Jing Ji Xin Wen· 2025-05-21 05:23
Group 1 - The Ministry of Industry and Information Technology has released a draft regulation requiring all passenger vehicles to be equipped with Automatic Emergency Braking Systems (AEBS), leading to a rise in automotive parts and passenger vehicle sectors this week [1] - The automotive industry is expected to exhibit a range-bound pattern characterized by strong domestic demand and weak external demand, with constraints on the upside due to the difficulty in sustaining strong fundamentals and support on the downside from a generally stable economic environment [1] - New energy vehicle sales continue to grow significantly, with a year-on-year growth rate of 44.25% in April, while automotive export growth remains low at 1.60% and 1.16% in March and April respectively, creating a counterbalancing effect between strong domestic demand and weak external demand [1] Group 2 - The Automotive ETF (516110) tracks the 800 Automotive Index (H30015), which is compiled by China Securities Index Co., Ltd., selecting listed companies involved in automotive manufacturing, vehicle sales, and related services from the A-share market, covering various segments including passenger vehicles, commercial vehicles, and parts [1]