Internet giants such as Huawei, Xiaomi, Baidu, and Alibaba have all made cars, continuously pushing the popularity of the "smart electric vehicle wave". Against the backdrop of "carbon neutrality", electric vehicles play an important role as the pioneer of "carbon reduction", and the "intelligent" trend based on electric vehicles is the focus of the second half of the story of new energy vehicles. The maturity and application of cutting-edge technologies such as
5G, artificial intelligence, big data, and cloud computing have gradually entered the homes of ordinary people, nurturing huge investment opportunities. Professional investment institutions have begun to make forward-looking layouts. On May 21 (Friday), Huabao CSI Smart Electric Vehicle ETF officially launched sales. The fund is referred to as "Smart Electric Vehicle ETF". The subscription code is 516383, providing investors with one-click allocation of leading enterprises in the smart electric vehicle industry chain.
trillion new blue ocean! Smart electric vehicle ETFs will be available for sale today
To a certain extent, compared with the electrification of cars, the electronicization and intelligence of cars seem to be more exciting. Whether it is "a mobile phone with four wheels", or "mobile living room", "mobile cinema", "mobile bedroom"..., various vivid and forward-looking metaphors depict the wave of automobile intelligence and also indicate the rich commercial and consumption scenarios in the era of smart electric vehicles.
There is no doubt that the future has come. As global electric vehicle production and sales continue to rise, "auto intelligence" is also moving from behind the scenes to the front, attracting the crazy investment of capital. Internet giants such as Baidu, Xiaomi, Alibaba, Huawei, Tencent, etc. have all made their debut, and their tentacles have extended to various "automatic intelligence" sub-fields including intelligent driving, smart cockpits, and intelligent networking.
It is particularly worth mentioning that smart electric vehicles are ushering in the coordinated resonance of the three ends of policy, supply and demand. Cars will become the largest smart terminal and the next entrance to the Internet. IDC predicts that the global smart car industry will exceed US$1.2 trillion by 2035, and China's smart car industry will exceed US$200 billion.
CITIC Securities analyzed that automobile electrification is gradually maturing, intelligence has entered a period of acceleration, and the market size of smart electric vehicles will continue to grow rapidly. By 2025, China's smart car sales will reach 7 million vehicles (penetration rate of 20.4%), more technology companies will enter the automobile market, and traditional car companies will awaken to accelerate the process of intelligence. Among them, more technology companies will enter the automotive field from 2021 to 2023, and 2023 to 2025 may become the most fierce competition in electric vehicle products.
In this context, the "smart electric vehicle" track has become a must-fight for military strategists, attracting fund companies to make plans. On May 21, Huabao CSI Smart Electric Vehicle ETF officially launched the sale, the fund abbreviation of "Smart Electric Vehicle ETF", with subscription code 516383. After the fund is listed on the Shanghai Stock Exchange with the trading code of 516380, investors can easily trade "smart electric vehicle ETFs" in the secondary market just like buying and selling stocks. Compared with individual stock investment, ETFs are investing in a basket of stocks, and the risks are greatly diversified.
two major waves resonate! "Industry ETF" experts upgraded
It is reported that the CSI Smart Electric Vehicle Index (H11052) tracked by the above-mentioned "Smart Electric Vehicle ETF" selects listed companies whose main businesses involve smart electric vehicle power systems, perception systems, decision-making systems, execution systems, communication systems, vehicle production and automotive aftermarkets as sample stocks, reflecting the overall performance of listed companies in the smart electric vehicle industry chain. Currently, among the top ten constituent stocks in the index, they include star leading stocks such as CATL, BYD, Huichuan Technology, iFlytek, and Pioneer Intelligence. What is highly anticipated by
is that the index has performed well in history and has significant excess returns. Wind data shows that from the base date, from December 31, 2014 to April 30, 2021, the cumulative income of the CSI Smart Electric Vehicle Index was 287.26%, and the annualized yield was 24.55%. Compared with the cumulative excess returns of the CSI 300 and CSI 500, the cumulative excess returns were 239.08% and 264.31%, respectively, and the annualized excess returns were 17.97% and 21.14% respectively.
It can be said that the "smart electric vehicle ETF" covers the entire industry chain of smart trams, including electrical equipment, automobiles, chemicals, non-ferrous metals, computers, electronics, etc. It can be said that it has all the high-quality leaders in the sub-sectors such as lithium batteries, passenger cars, and automotive parts. At present, its top ten heavy holdings have a total weight of 66.59%.
In the past year, the competition on the ETF track has gradually become increasingly fierce. Huabao Fund has made its own characteristics and advantages in the sub-track of industry-themed ETFs. Huabao Fund has laid out star products such as brokerage ETFs, technology ETFs, bank ETFs, medical ETFs, electronic ETFs, food ETFs, chemical ETFs, military industry ETFs, intelligent manufacturing ETFs, Jinke ETFs, nonferrous ETFs and other star products. Among them, the latest scale of securities ETF exceeds 24 billion yuan, making it one of the largest industry ETFs in China. Technology ETFs, bank ETFs, medical ETFs and other products are flagship products corresponding to the sub-industry tracks. The "Investment Leader and Select Huabao" circulated in the industry is veritable and also provides investors with diversified choices. In 2019 and 2020, Huabao Fund was ranked first among the "Top Ten ETF Managers" selected by the Shanghai Stock Exchange for two consecutive years.
This issuance of the "Smart Electric Vehicle ETF" is another upgrade of the industry-themed ETF matrix of Huabao Fund's "leading series" and continues to consolidate Huabao Fund's advantages in this sub-sector. The Smart Electric Vehicle ETF (subscription code 516383) provides investors with a high-quality investment tool choice for their two major industrial waves of automobiles.
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