Sezvo kudiwa kwepasi rose kwekufambisa kwakasimba kuri kuramba kuchiwedzera, iyomotokari itsva ine simba (NEV) indasitiri iri kutanga a
kuvandudzwa kwemichina. Iko kukurumidza iteration yehungwaru yekutyaira tekinoroji yave yakakosha kutyaira simba rekuchinja uku. Munguva pfupi yapfuura, iyo Smart Car ETF (159889) yakakwira neinopfuura 1.4%. Vanoongorora zvemasangano vanotenda kuti kuenderera mberi kwehunyanzvi hwekutyaira tekinoroji kuri kupa mikana mitsva yemusika.
Kubudirira muL4 kuzvimirira kutyaira
Musi waChikumi 23, 2025, CCTV Nhau dzakashuma nezvechizvarwa chitsva chehungwaru kutyaira system yakaburitswa neanotungamira automaker. Kuburikidza neakawanda-sensor fusion uye AI algorithm optimization, iyo sisitimu yakawana L4 yakazvimirira yekutyaira basa rekuyedza mumaguta emumigwagwa mamiriro. Kutangwa kweiyi tekinoroji kunoratidza kuti hungwaru hwekutyaira tekinoroji yaenda padanho repamusoro, uye inogona kutyaira yakazvimirira munzvimbo dzakaoma dzemudhorobha, ichivandudza zvakanyanya kuchengetedzwa kwekutyaira uye nyore.
CITIC Securities yakataura kuti iyo L4 inozvimiririra yekutyaira indasitiri yakagadziriswa nguva pfupi yadarika. Tesla yakatanga iyo FSD (yakazara yakazvimirira kutyaira) Robotaxi kuyedza mashandiro sevhisi muUnited States muna Chikumi 22, ichienderera mberi nekusimudzira kushambadzira kwehunyanzvi hwekutyaira tekinoroji. Iyi nhanho yaTesla haina kungoratidza simba rayo rehunyanzvi mumunda wekutyaira wega, asi yakapawo muenzaniso kune mamwe makambani emotokari kuti adzidze kubva.
Pamusoro peTesla, vazhinji vedzimba uye vekunze automaker vari kugara vachigadzira mune hungwaru hwekutyaira tekinoroji. Semuyenzaniso, iyo NIO Pilot sisitimu yakatangwa neNIO inosanganisa yakakwirira-chaiyo mepu uye akawanda-sensor fusion tekinoroji kuti iwane yakazvimirira kutyaira mumigwagwa mikuru nemigwagwa yemudhorobha. NIO zvakare inogara ichigadzirisa maalgorithms ayo kuvandudza sisitimu yekupindura kumhanya uye kuchengetedzeka.
Pamusoro pezvo, iyo Apollo inozvimiririra yekutyaira chikuva yakabatana yakagadziridzwa neBaidu neGeely yakaedzwa mumaguta akawanda, ichivhara L4 level inozvimiririra yekutyaira mabasa. Kuburikidza neyakavhurika ecosystem, ipuratifomu yakakwezva vazhinji vanobatana navo kusimudzira pamwe kusimudzira kwehunyanzvi hwekutyaira tekinoroji.
Mumusika wepasi rose, Waymo, sapiyona mune zvekutyaira akazvimirira, akatanga mabasa etekisi asingachairi mumaguta akawanda muUnited States. Kukura uye kuchengetedzeka kwehunyanzvi hwayo kwave kuchizivikanwa zvakanyanya nemusika uye kwave bhenji muindasitiri.
Indasitiri Tarisiro uye Musika Mikana
Sezvo tekinoroji yekutyaira yakangwara ichiramba ichikura, iyo indasitiri itsva yemotokari yemagetsi iri kuitawo shanduko huru. CITIC Securities inotenda kuti irobhoti chikamu (tekinoroji kukura) uye kutenderera kutsva kwemotokari ichiri mitsetse mikuru yekudyara yechikamu chemotokari. Mota nyowani, kudiwa kwepamba uye kutengesa kunze kwenyika zvinoumba kuwedzera kwechimiro nechokwadi chakasimba.
Kunyangwe iwo mafungiro emusika akakanganiswa nekukwidziridzwa kwe-off-mwaka kweOEMs munhanho yekutanga, materminal maodha akapora nguva pfupi yadarika, uye indasitiri ichine nzvimbo yekutarisira kupora. Panyaya yemotokari dzevatakuri, kunyangwe data rekutengesa rekupedzisira mumwaka wekunze raive rakati sandara, maodha emakambani emotokari akawedzera mushure mekusimudzirwa, uye kusimba kwemusika kwemhando dzepamusoro-soro kwakasimbiswa. Mumunda wemotokari dzekutengesa, kutengeswa kwemarori anorema muna Chivabvu kwakawedzera ne14% gore negore. Kuitwa kwegwaro rerubatsiro kwakawedzera kudiwa kwemba. Kusanganiswa nekutengesa kwakagadzikana kunze kwenyika, budiriro yeindasitiri inotarisirwa kuramba ichikwira.
Smart Car ETF Performance
Smart Car ETF inoteedzera CS Smart Car Index, iyo inoumbwa neChina Securities Index Co., Ltd. uye inosarudza kuchengetedzwa kwakanyorwa muminda yekutyaira zvine hungwaru uye Internet yeMotokari kubva kumisika yeShanghai neShenzhen sema index samples kuratidza kushanda kwese kwezvibatiso zvakanyorwa zvine chekuita neindasitiri yemotokari yeChina. Iyo index ine yakakwira tekinoroji yemukati uye hunhu hwekukura, inotarisa pakucheka-kumucheto kusimudzira kweiyo smart mota indasitiri.
Nekuenderera mberi iteration yehungwaru yekutyaira tekinoroji, kudiwa kwemusika kwemotokari dzakangwara kucharamba kuchikura. Kutarisisa kwevanodyara mari kune smart mota ETFs kuri kuwedzera zvakare, kuratidza kuvimba kwemusika mundima iyi.
Iko kuenderera mberi kwekuvandudza kwehunyanzvi hwemotokari yemagetsi tekinoroji, kunyanya kubudirira mumunda wekutyaira zvine hungwaru, kuri kugadzirisa indasitiri yese yemotokari. Iine dhizaini inoshanda uye tsvakiridzo yetekinoroji uye kusimudzira kwevakuru veautomaker, ramangwana rekufamba modhi ichave yakangwara, yakachengeteka uye inoshanda. Kuzivikanwa kwemotokari dzakangwara hakungoshandure mafambiro evanhu, asi zvakare kupinza hutsva hutsva mukusimudzira hupfumi. Tine chikonzero chokudavira kuti nguva itsva yokutyaira kwoungwaru yasvika uye remangwana richava nani zvikuru.
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Nguva yekutumira: Jul-01-2025