Today (September 15), the Smart Electric Vehicle ETF (516380), which has significant exposure to leading automotive intelligence stocks, saw its intraday price surge over 4%, currently up 2.19%, trading at a premium, indicating strong buying interest from institutional funds.

Among constituent stocks, Tinci Materials hit the daily limit up, Hunan Yuneng rose over 14%, CATL gained more than 7%, while Desay SV, Kedali, and EVE Energy Battery followed with gains.

On the news front, the Ministry of Industry and Information Technology and seven other departments issued the "Automotive Industry Growth Stabilization Work Plan (2025-2026)". The plan proposes promoting the industrialization and application of smart connected technologies, advancing pilot programs for smart connected vehicle market access and road testing, and conditionally approving L3-level vehicle production access. This policy release marks a clearer regulatory approach in China's smart driving sector.

Additionally, Tesla Motors stock surged dramatically, gaining nearly 14% over two days. Orient Securities noted that under the guidance of the 10-year compensation plan, Tesla Motors and Musk are expected to accelerate development in humanoid robots, autonomous driving, and electric vehicles, with related supply chain companies likely to benefit continuously.

United Securities pointed out that under the new cycle of future smart connected vehicles, the automotive components sector will benefit from intelligent expansion, and the entire automotive sector is expected to see comprehensive valuation improvements. In 2025, smart driving functions will further upgrade and mature, lowering the threshold for smart driving system adoption, with high-level autonomous driving penetrating mid-to-low-end markets and increasing penetration rates. The integrated "vehicle-road-cloud" approach will show significant results, with expectations for further expansion of demonstration scope. The entire industry's focus on intelligence and connectivity, combined with AI empowerment, is expected to drive further expansion of related industrial chain scale, with related sectors and individual stocks anticipated to see rapid EPS growth.

【Capturing Investment Opportunities in the Connected Vehicle Era】

Compared to current major new energy vehicle indices in the market (such as the New Energy Vehicle Index), the Smart Electric Vehicle ETF (516380) and its feeder funds (Class A: 013475 / Class C: 013476) track the Smart Electric Vehicle Index, which not only focuses on leading upstream electrification companies but also covers numerous automotive intelligence leaders, including core leaders in smart cockpits, autonomous driving, cameras, and automotive electronics sectors. In the era of automotive "electrification + intelligence," investors optimistic about long-term development opportunities in the smart electric vehicle industry may want to pay close attention.

Risk Warning: The Smart Electric Vehicle ETF passively tracks the CSI Smart Electric Vehicle Index, which has a base date of December 31, 2014, and was launched on June 4, 2021. The index constituent composition is adjusted in a timely manner according to the index compilation rules, and its backtested historical performance does not predict future index performance. The index constituents mentioned in this article are for display purposes only, and individual stock descriptions do not constitute any form of investment advice, nor do they represent holding information or trading activities of any fund under the management company. The fund management company assesses the Smart Electric Vehicle ETF risk level as R3-Medium Risk, suitable for balanced (C3) and above investors, with appropriateness matching opinions subject to sales institutions. Any information appearing in this article (including but not limited to individual stocks, comments, predictions, charts, indicators, theories, any form of expression, etc.) is for reference only, and investors must be responsible for any independent investment decisions. Furthermore, any views, analysis, and predictions in this article do not constitute investment advice in any form to readers, nor do they bear any responsibility for direct or indirect losses caused by the use of this article's content. Fund investment involves risks, past performance of funds does not represent future performance, and the performance of other funds managed by the fund management company does not constitute a guarantee of fund performance. Fund investment should be approached with caution.

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