Group 1 - The smart electric vehicle industry is identified as a blue ocean with clear policy support, accelerated technological iteration, and vast market space, contrasting with the current trend of excessive competition in other sectors [1] - The Central Financial Committee's recent meeting emphasized the need to regulate low-price competition in the automotive industry, promoting a shift from price wars to technological innovation among leading companies like BYD and XPeng [2] - The "New Energy Vehicle Consumption Season" policy is expected to release over one million units in county markets, supported by subsidies and financial incentives, directly stimulating end-user demand [2] Group 2 - The global smart electric vehicle market is projected to reach $850 billion by 2025 and exceed $1.5 trillion by 2030, with a compound annual growth rate of 12% [2] - In 2024, China's new energy vehicle sales are expected to reach 12.866 million units, maintaining a 64.7% share of the global market, with BYD leading global sales at 4.27 million units [2] - The smart electric vehicle index tracks 50 core companies, including BYD and CATL, reflecting the overall performance of the smart electric vehicle industry [3]

Core Viewpoint - The China Securities Index for Intelligent Electric Vehicles has shown a slight increase recently, but it has experienced declines over the past month, three months, and year-to-date, indicating a challenging market environment for the sector [2]. Group 1: Index Performance - The China Securities Intelligent Electric Vehicle Index rose by 0.1% to 3119.44 points with a trading volume of 30.695 billion yuan [1]. - Over the past month, the index has decreased by 0.08%, by 9.91% over the last three months, and by 0.34% year-to-date [2]. Group 2: Index Composition - The index includes companies involved in various aspects of the intelligent electric vehicle industry, such as power systems, perception systems, decision systems, execution systems, communication systems, vehicle production, and aftermarket services [2]. - The top ten weighted companies in the index are BYD (18.67%), CATL (14.52%), Luxshare Precision (6.34%), Huichuan Technology (5.06%), Will Semiconductor (4.39%), Great Wall Motors (4.05%), iFlytek (3.21%), Sanhua Intelligent Control (2.78%), EVE Energy (2.67%), and Top Group (2.37%) [2]. Group 3: Market and Sector Breakdown - The index's holdings are primarily listed on the Shenzhen Stock Exchange (72.55%), followed by the Shanghai Stock Exchange (26.72%) and the Beijing Stock Exchange (0.73%) [2]. - In terms of industry composition, consumer discretionary accounts for 36.33%, industrials for 34.99%, information technology for 21.34%, materials for 6.61%, and communication services for 0.73% [2]. Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [3]. - Public funds tracking the intelligent electric vehicle index include several ETFs, such as Hua Bao CSI Intelligent Electric Vehicle ETF and E Fund CSI Intelligent Electric Vehicle ETF [3].

金融界5月29日消息，上证指数高开高走，中证智能电动汽车指数 (智能电车，H11052)上涨1.1%，报 3174.52点，成交额387.68亿元。 数据统计显示，中证智能电动汽车指数近一个月上涨1.96%，近三个月下跌9.23%，年至今上涨0.42%。 据了解，中证智能电动汽车指数选取主营业务涉及智能电动汽车动力系统、感知系统、决策系统、执行 系统、通讯系统、整车生产以及汽车后市场的上市公司证券作为指数样本，以反映智能电动汽车产业上 市公司证券的整体表现。该指数以2014年12月31日为基日，以1000.0点为基点。 从中证智能电动汽车指数持仓的市场板块来看，深圳证券交易所占比72.38%、上海证券交易所占比 26.88%、北京证券交易所占比0.73%。 从中证智能电动汽车指数持仓样本的行业来看，可选消费占比36.47%、工业占比34.83%、信息技术占 比21.45%、原材料占比6.55%、通信服务占比0.71%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日 ...

金融界4月10日消息，上证指数高开震荡，中证智能电动汽车指数 (智能电车，H11052)上涨3.12%，报 2979.85点，成交额578.26亿元。 数据统计显示，中证智能电动汽车指数近一个月下跌17.09%，近三个月下跌3.05%，年至今下跌 7.59%。 据了解，中证智能电动汽车指数选取主营业务涉及智能电动汽车动力系统、感知系统、决策系统、执行 系统、通讯系统、整车生产以及汽车后市场的上市公司证券作为指数样本，以反映智能电动汽车产业上 市公司证券的整体表现。该指数以2014年12月31日为基日，以1000.0点为基点。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 跟踪智能电车的公募基金包括：华宝中证智能电动汽车ETF联接A、华宝中证智能电动汽车ETF联接C、 泰康中证智能电动汽车ETF、华宝中证智 ...