截至2025年7月4日 14:45，智能车ETF泰康(159720)回调蓄势，跟踪指数中证智能电动汽车指数(H11052) 下跌0.80%。成分股方面涨跌互现，思特威(688213)领涨4.87%，宏发股份(600885)上涨1.34%，宁德时 代(300750)上涨1.22%；亿纬锂能(300014)领跌4.81%，湖南裕能(301358)下跌4.17%，中矿资源(002738) 下跌3.29%。 截至7月3日，智能车ETF泰康(159720)近1周规模增长136.29万元，实现显著增长，新增规模位居可比基 金第一。 消息面上， 7月3日，小鹏G7上市，作为全球首款L3级算力AI汽车，其首发3颗图灵AI芯片，整车有效 算力达2250TOPS。搭载全车端VLA-OL大模型，全系标配15项智能辅助驾驶功能，还具备人机共驾+强 化学习功能。小鹏G7的上市标志着汽车行业迈入L3级算力时代，引领智驾进入Ultra时代。 固态电池作为下一代高性能电池的重要发展方向，正在迎来产业化的关键阶段。国泰海通证券指出，短 期内氧化物半固态电池已实现产业化落地，而长期来看硫化物全固态电池具备更大的发展潜力。固态电 池在安全性、能量 ...

Group 1 - The ETF market opened with mixed performance, with the Smart Car ETF (159888) leading the gains at 1.99% [1] - The Sci-Tech Semiconductor ETF (588170) increased by 1.89%, while the Hong Kong Securities ETF (513090) rose by 1.74% [1] - The Securities ETF Pioneer (516980) was the biggest loser, declining by 1.23%, followed by the Gold Stock ETF (517520) which fell by 1.02%, and the China Securities A50 ETF (560820) which decreased by 0.86% [1]

Core Viewpoint - The A-share market experienced a collective rebound on June 24, with the automotive sector showing strong growth, driven by positive production and sales data from the China Association of Automobile Manufacturers (CAAM) and advancements in autonomous driving technology [1][5]. Group 1: Market Performance - On June 24, major A-share indices rebounded collectively, with significant gains in the automotive sector. The automotive parts ETF (562700) rose by 3.23%, the Hong Kong Stock Connect automotive ETF (159323) increased by 3.01%, the smart car ETF (159888) grew by 2.94%, and the new energy vehicle ETF (515030) saw a rise of 2.16% [1]. - Related concept stocks such as Zhejiang Shibao and Tongda Electric hit the daily limit, while companies like Yutong Optical, Huace Navigation, Top Group, Dalian Technology, and Guangting Information also experienced upward movement [1]. Group 2: Industry Growth - According to CAAM, in the first five months of the year, both production and sales of automobiles achieved over 10% growth, with domestic demand significantly improving due to policy support [1]. - Despite facing challenges from international uncertainties, the export of complete vehicles has shown resilience and maintained stable growth [1]. Group 3: Technological Advancements - CITIC Securities reported that Pony.ai's seventh-generation autonomous driving vehicles, based on GAC Aion, have begun public road testing in Guangzhou and Shenzhen [1]. - Companies like Jiushi, New Stone, and White Rhino are accelerating order volumes, indicating a turning point in costs and technology for the L4 autonomous driving industry this year [1]. - The current market environment is rapidly catching up with industry advancements, as technology iterations, industry patterns, and new business models continue to evolve, suggesting potential upward momentum for the sector [1].

6月11日，A股三大指数集体上涨，汽车板块开盘拉升，涨幅居前，截至10:08，港股通汽车ETF （159323）涨幅2.09%，新能源车ETF（515030）涨幅2.00%，智能车ETF（159888）涨幅1.82%，汽车 零部件ETF（562700）涨幅1.62%，相关股票宁德时代大涨3.45%，比亚迪涨幅2.33%，通达电气、英利 汽车涨停。 消息面上，比亚迪、长安、东风、赛力斯、小鹏汽车等车企宣布，将供应商支付账期统一至60天内，缩 短账期能够让整个行业的供应链的运营效率得以提高，从原材料采购、零部件生产到整车组装的各个环 节能够更加紧密衔接，缩短产品的生产周期，使行业能够更快速地响应市场需求变化。 东兴证券表示，我国汽车市场在以旧换新政策的推动下销量增长，智能化趋势加速，板块业绩和行情表 现良好，投资策略关注智能化和细分行业优质企业。 智能车ETF（159888）：重要AI应用领域，聚焦电子、计算机、汽车、通信等优质行业赛道，科技属性 鲜明。 汽车零部件ETF（562700）：国产的替代进程加速，零部件板块业绩向好。 港股通汽车ETF（159323）：齐聚比亚迪、理想、小鹏等港股整车龙头。 （文章来源 ...

Group 1 - The ETF market opened with mixed results, with the Hong Kong innovative drug ETF (513120) leading the gains at 2.74% [1] - The Hong Kong Stock Connect innovative drug ETF from ICBC (159217) rose by 2.71% [1] - The Hang Seng Medical ETF (159506) increased by 2.63% [1] Group 2 - The smart vehicle ETF (159888) experienced a decline of 0.65% [1] - The internet ETF (159729) fell by 0.6% [1] - The film and television ETF (516620) decreased by 0.53% [1] Group 3 - A-share accounts can now buy Hong Kong stocks without the need for Hong Kong Stock Connect, allowing for T+0 trading [1]

Group 1 - The Hong Kong stock market indices showed a narrowing decline, with the Hang Seng Tech Index ETF experiencing a slight downturn, while stocks like Meituan and Xiaomi led the gains [1] - The new mandatory national standard for light vehicle automatic emergency braking systems (AEBS) is set to replace the current standard, expanding its applicability to light commercial vehicles [1] - The new standard requires M1 and N1 class vehicles to be equipped with automatic emergency braking systems, indicating a significant regulatory shift in the automotive industry [1] Group 2 - The implementation of the new automotive regulations is expected to enhance the market penetration of AEBS, creating growth opportunities for the related supply chain [2] - Short-term benefits are anticipated for AEBS component suppliers due to increased business volume, while mid-term advantages will accrue to automotive electronics and intelligent driving system integrators [2] - Long-term growth is expected for autonomous driving technology providers and vehicle manufacturers as they benefit from AEBS technology upgrades and the promotion of smart connected vehicles [2] Group 3 - The Smart Vehicle ETF focuses on significant AI applications, highlighting its strong technological attributes [3] - The Automotive Parts ETF is expected to perform well as the replacement process accelerates within the parts sector [4] - The Hong Kong Stock Connect Automotive ETF includes leading vehicle manufacturers such as BYD, Li Auto, and Xpeng [5]

智能车ETF泰康紧密跟踪中证智能电动汽车指数，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。 4月上半月整体车市热度仍维持较高水平，下半月上海车展开幕；新车型集中上市，新能源热点产品逐 一开启交付，预计将为新能源市场提供新的增长动能，有力支撑整车市场。 民生证券认为，智能化奇点已来，自主技术输出孵化机遇。智能化能力将成为车企竞争的重要因素。随 着特斯拉FSD使用率拐点显现，自主新势力城市辅助驾驶加速落地和小鹏开启全新商业模式；我们判断 智能驾驶正逐步迎来技术、用户接受度和商业模式的三重拐点，看好智能化布局相对领先、产品周期、 品牌周期向上的优质自主车企。 相关产品：智能车ETF泰康(159720)。 截至2025年5月6日 10:31，智能车ETF泰康(159720)上涨1.61%，盘中成交额迅速走阔，跟踪指数中证智 能电动汽车指数(H11052)强势上涨1.43%，成分股伯特利(603596)上涨5.81%，湖南裕能(301358)上涨 4.97%，北京君正 ...

Group 1 - The smart car ETF Taikang (159720) has seen a 1.46% increase, with significant trading volume, while the index it tracks, the CSI Smart Electric Vehicle Index (H11052), rose by 1.40% [1] - Key stocks in the index include Huichuan Technology (300124) up 6.97%, China Baowu Steel Group (000009) up 5.00%, and Xingyu Co., Ltd. (601799) up 4.59% [1] - The smart car ETF Taikang (159720) has experienced a substantial increase in shares, with a growth of 200,000 shares in the last month [1] Group 2 - The Ministry of Industry and Information Technology (MIIT) has released 23 specific deployments focusing on five areas to enhance automotive standardization by 2025 [2] - MIIT aims to strengthen the supply of standards for intelligent connected vehicles, including the approval and implementation of standards for autonomous driving and advanced driver-assistance systems [2] - Analysts from CITIC Securities and ShenGang Securities highlight that the development of intelligent technology is becoming a crucial factor influencing consumer purchasing decisions in the automotive sector [2] Group 3 - The CSI Smart Electric Vehicle Index includes listed companies involved in various aspects of the smart electric vehicle industry, such as power systems, perception systems, decision-making systems, execution systems, communication systems, vehicle production, and the automotive aftermarket [3]