Core Viewpoint - The smart driving sector experienced a significant surge on January 6, with the smart car ETF (159888) rising by 3.59%, driven by positive developments at the CES event in Las Vegas and the announcement of new AI models by Nvidia [1] Group 1: Market Performance - As of 1:50 PM on January 6, stocks such as Wanji Technology, Suoling Co., Lianchuang Electronics, Beidouxing, and Zhejiang Sebao reached their daily limit up [1] - Haoen Automotive and Huace Navigation saw their shares increase by over 12% [1] Group 2: Technological Developments - Nvidia announced the launch of the open-source inference VLA model Alpamayo, which includes open-source AI models, simulation tools, and datasets aimed at accelerating the development of safe autonomous vehicles [1] Group 3: Industry Outlook - Aijian Securities predicts that 2026 will be a pivotal year for the maturity of advanced automotive driving technologies, with breakthroughs in policies, user acceptance, and business models [1] - The report highlights that leading automotive companies with full-stack self-research capabilities in algorithms and data loops are expected to benefit the most from the enhancement of smart driving value [1]

Group 1 - The smart driving sector experienced a collective surge, with the smart car ETF (159888) rising by 3.59% and several stocks reaching their daily limit up [1] - NVIDIA launched the Alpamayo open-source AI for safe and inference-based autonomous vehicles at CES 2026, introducing a series of models, simulation tools, and datasets to accelerate development [1] - Ping An Securities indicated that the commercialization of smart driving is expected to accelerate by 2026, with recent approvals for L3 vehicle operation conditions marking progress in technology and policy [1] Group 2 - The automotive parts ETF (562700) tracks the CSI Automotive Parts Theme Index, covering various sectors including automotive systems, interiors, electronics, and tires, benefiting from the trends of electrification and intelligence in the automotive industry [2]

今日A股科技赛道再度回暖，5G通信、机器人、人工智能、消费电子板块拉升明显，汽车零部件 （562700）盘中大涨超1%，持仓股中斯菱智驱大涨超13%，五洲新春、新泉股份、万向钱潮等个股纷 纷大涨。人工智能AIETF（515070）持仓股中寒武纪快速拉升，盘中大涨超6%，拓维信息、协创数据 纷纷跟涨。 汽车零部件ETF（562700）。 每日经济新闻 消息方面，2025江苏省人工智能产业发展大会27日在江苏南京举行。会上，江苏省"人工智能+"行 动方案等系列政策举措现场发布，南京人工智能应用中试基地等平台和项目正式启动，并发布加快推 进"人工智能+软件"产业发展政策措施征求意见稿，全面推动南京软件产业智能化升级，致力打造"全国 软件产业智能化第一城"。人工智能（软件）产业是南京的核心产业之一。目前，南京正向万亿软件产 业集群稳步迈进。 （责任编辑：董萍萍 ） 在AI产业链中，软件行业主要处于中游技术层和下游应用层，扮演着核心技术支撑和应用落地的 关键角色。具体来看，软件行业在中游技术层主要提供AI框架、开发平台和算法模型，这些技术是AI 应用开发的基础。在下游应用层，软件行业通过将AI技术与各行业结合，推动AI ...

今日A股成交量有所放大，板块方面，有色、机器人、科创人工智能等赛道表现较好，汽车零部件 ETF（562700）持仓股五洲新春涨停，新泉股份、浙江荣泰等个股大涨，人工智能AIETF（515070）盘 中震荡，持仓股芯原股份大涨超6%。 消息方面，工业和信息化部于 12 月 26 日在北京正式宣布成立"人形机器人与具身智能标准化技术 委员会"。这标志着备受瞩目的人形机器人与具身智能行业结束了"野蛮生长"阶段，迎来了国家级的标 准制定组织。标委会的核心职能，是全面承担起人形机器人与具身智能领域的标准制修订工作。这不仅 涵盖了机器人的"大脑"（具身智能算法）和"肢体"（部组件与整机），还包括了基础共性技术、关键技 术攻关以及至关重要的安全标准。 天风证券指出，人形机器人是人工智能领域的潜力股，展望未来产业链的发展，全球对人形机器人 的期待不断增强。未来人形机器人产业链将呈现出"全球共振，多点开花"的局面。随着各大科技企业加 大对AI技术的投入，尤其是在智能驾驶、机器学习和深度学习等领域的应用，市场前景已愈加明朗。 智能车ETF（159888）; 人工智能AIETF（515070）. 每日经济新闻 （责任编辑：董萍萍 ...

（文章来源：每日经济新闻） 中金公司研报表示，2025年，智驾平权带来了智驾标配车型供给的丰富及消费者认知的提升，智驾标配 有望成为未来消费者购车的重要决策因素之一，从而进一步推动解决方案及智能硬件（传感器、控制器 等）的渗透率持续提升。中金公司判断，2026年或为L3量产启动元年，同时分场景L4有望伴随盈利性 释放，迎来"从0到1"的拐点式突破。 12月22日，A股三大指数集体上涨，智能驾驶板块再度走强，汽车相关ETF涨幅靠前，截止9点37分，智 能车ETF（159888）涨幅2.28%，新能源车ETF（515030）涨幅1.71%，汽车零部件ETF（562700）涨幅 1.34%，港股通汽车ETF（159323）涨幅1.1%，智能驾驶概念股浙江世宝再度涨停，收获5连板，亚太股 份、北斗星通等均涨停，万集科技涨超15%，万马科技、银轮股份、伯特利、四维图新等股跟涨。 消息层面，近日，工业和信息化部许可两款L3级自动驾驶车型产品。此外，有消息称，小鹏汽车已在 广州市获得L3级自动驾驶道路测试牌照，并启动常态化的L3道路测试。比亚迪已在深圳开启面向量产 的L3级自动驾驶全面内测，目前已完成超过15万公里的L3级 ...

（文章来源：每日经济新闻） 12月6日，A股三大指数集体下行，车路云、智能驾驶、智能交通、车联网等概念集体逆市上涨，截止 11点03分，智能车ETF（159888）涨幅0.91%，持仓股万集科技、浙江世宝、索菱股份等股涨停，豪恩 汽电涨超12%，光庭信息涨超8%。 消息面上，工信部15日公布我国首批L3级有条件自动驾驶车型准入许可，标志着我国L3级自动驾驶从 测试阶段迈入商业化应用的关键一步。 平安证券认为，1）自动驾驶技术走向量产应用。2）当前获批的L3车型的运行条件还存在诸多限制。 3）智能驾驶的商业化进程有望在2026年加速。尽管目前L3车型的运行条件还存在诸多限制，但此次L3 车型的准入获批意味着智驾在技术、政策端的进步，为后续智驾的商业化进程奠定基础。2026年智能驾 驶的商业闭环有望进一步打通。 ...

Group 1 - The core viewpoint of the news is the significant rise in the smart driving sector, driven by the recent approval of L3-level conditional autonomous driving vehicles in China, marking a transition from testing to commercial application [1] - The smart car ETF (159888) has shown a leading increase of 1% in the market, with key holdings such as Wanjie Technology, Zhejiang Sebao, and Suoling Co., Ltd. reaching their daily limit [1] - The Ministry of Industry and Information Technology announced the first batch of L3-level autonomous driving vehicle licenses, allowing two models to conduct road trials in designated areas of Beijing and Chongqing [1] Group 2 - According to China International Capital Corporation (CICC), the penetration rate of advanced autonomous driving is expected to gradually increase, with urban NOA penetration surpassing 15% and highway NOA exceeding 30% by September 2025 [1] - The smart car ETF closely tracks the CS Smart Car Index, with its constituent stocks primarily distributed across high-quality sectors such as electronics, computers, automobiles, and communications, showcasing a strong technological attribute [1] - The automotive parts ETF (562700) tracks the CSI Automotive Parts Theme Index, focusing on high-quality parts companies, with significant weight in automotive parts, automation equipment, and consumer electronics sectors [2]

Core Insights - The A-share market experienced an upward trend, particularly in the AI application sector, with the Intelligent Vehicle ETF (159888) rising by 1.92% as of 14:00, led by Luxshare Precision, which surged over 8% [1] - Minsheng Securities highlighted that the top-level policy has begun to clarify responsibilities, and the reliability and maturity of intelligent driving technology are approaching Level 3 standards, with expectations for technical validation after mass production [1] - The trend of "equal access to intelligent driving" is established, with high-level intelligent driving functions becoming available at lower price points, potentially leading to a structural sales inflection point for intelligent driving models [1] - Leading companies in intelligent driving technology are building differentiated advantages in algorithms, computing power, and data, which may reshape brand value and create competitive advantages, driving an increase in market penetration for the intelligent driving industry [1] - The Intelligent Vehicle ETF (159888) closely tracks the CSI Intelligent Vehicle Theme Index, focusing on core areas such as perception systems and vehicle networking, with a balanced distribution across electronics, computing, and automotive industries, covering cutting-edge fields like intelligent cockpits, autonomous driving, and vehicle-road collaboration [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].

Core Viewpoint - The A-share market saw a collective rise in major indices, particularly in the automotive sector, driven by improved supply chain efficiency and favorable market conditions for electric vehicles [1] Group 1: Market Performance - As of 10:08 AM, various automotive ETFs showed significant gains: the Hong Kong Stock Connect Automotive ETF (159323) increased by 2.09%, the New Energy Vehicle ETF (515030) rose by 2.00%, the Smart Vehicle ETF (159888) gained 1.82%, and the Automotive Parts ETF (562700) was up by 1.62% [1] - Notable stocks included CATL, which surged by 3.45%, and BYD, which rose by 2.33%, with companies like Tongda Electric and Yingli Automotive hitting the daily limit [1] Group 2: Industry Developments - Major automotive companies such as BYD, Changan, Dongfeng, Seres, and Xpeng announced a unified payment term for suppliers, reducing the payment period to within 60 days. This change is expected to enhance supply chain operational efficiency across all stages, from raw material procurement to vehicle assembly [1] - Dongxing Securities highlighted that the Chinese automotive market is experiencing growth driven by trade-in policies and an accelerated trend towards smart vehicles, leading to positive performance in the sector [1] Group 3: Related Products - The New Energy Vehicle ETF (515030) focuses on sectors such as batteries, energy metals, and passenger vehicles, making it the largest ETF in the market for this theme [2] - The Smart Vehicle ETF (159888) targets key AI application areas, emphasizing electronics, computing, automotive, and communication sectors [2] - The Automotive Parts ETF (562700) benefits from the accelerated process of domestic substitution, leading to improved performance in the parts sector [3] - The Hong Kong Stock Connect Automotive ETF (159323) includes leading Hong Kong automotive companies like BYD, Li Auto, and Xpeng [4]