新能源智驾“浪潮”下港股通汽车指数年内涨幅超30%_老虎社区_美港股上老虎

新能源智驾“浪潮”下港股通汽车指数年内涨幅超30%

金证研01-07

《金证研》巽风/作者2025年12月15日，工信部正式公布首批L3级有条件自动驾驶车型产品准入许可。两款纯电动轿车在通过严格测试与安全评估后，获准在北京、重庆部分高速公路和城市快速路指定区域内开展上路通行试点。在此背景下，中证港股通汽车产业主题指数聚焦新能源汽车板块，如何反映技术变革以及行业发展情况？一、智驾加持与海外扩张，港股通汽车指数年内涨幅达30.72%中证港股通汽车产业主题指数选取通过...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2601842127?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-07 09:06","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2601842127","market":"hk","top_or_hot":-1,"title":"新能源智驾“浪潮”下 港股通汽车指数年内涨幅超30%","media":"金证研","content":"<div>\n<p>《金证研》 巽风/作者2025年12月15日，工信部正式公布首批L3级有条件自动驾驶车型产品准入许可。两款纯电动轿车在通过严格测试与安全评估后，获准在北京、重庆部分高速公路和城市快速路指定区域内开展上路通行试点。在此背景下，中证港股通汽车产业主题指数聚焦新能源汽车板块，如何反映技术变革以及行业发展情况？一、智驾加持与海外扩张，港股通汽车指数年内涨幅达30.72%中证港股通汽车产业主题指数选取通过...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107090958a4a54a8b&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新能源智驾“浪潮”下 港股通汽车指数年内涨幅超30%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新能源智驾“浪潮”下 港股通汽车指数年内涨幅超30%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-07 09:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107090958a4a54a8b&s=b><strong>金证研</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《金证研》 巽风/作者2025年12月15日，工信部正式公布首批L3级有条件自动驾驶车型产品准入许可。两款纯电动轿车在通过严格测试与安全评估后，获准在北京、重庆部分高速公路和城市快速路指定区域内开展上路通行试点。在此背景下，中证港股通汽车产业主题指数聚焦新能源汽车板块，如何反映技术变革以及行业发展情况？一、智驾加持与海外扩张，港股通汽车指数年内涨幅达30.72%中证港股通汽车产业主题指数选取通过...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107090958a4a54a8b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0511384066.AUD","symbol_name":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107090958a4a54a8b&s=b","article_id":"2601842127","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107090958a4a54a8b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2601842127","pubTimestamp":1767747962,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"11月新能源汽车出口30万辆，环比增长17.3%，同比增长2.6倍。受此多重利好催化，港股通汽车指数表现强劲。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81211":"比亚迪股份-R","520600":"港股汽车ETF","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU2348774022.SGD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc SGD-H","BK1540":"电池","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0505663152.USD":"abrdn SICAV I - FUTURE MINERALS \"A\" (USD) ACC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU2153592121.USD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc USD","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1582":"深圳本地概念股","BK1594":"碳中和概念股","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU2449936058.SGD":"SUSTAINABLE ASIA EQUITY \"AA\" (SGD) ACC","LU0823426308.USD":"法巴中国股票基金","00175":"吉利汽车","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","09868":"小鹏汽车-W","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","BK1539":"汽车股","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","002594":"比亚迪","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","SG9999006514.SGD":"United Asia Consumer Fund SGD","BK1119":"汽车制造商","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","02015":"理想汽车-W","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","09863":"零跑汽车","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0823414478.USD":"法巴经典能源转换基金","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","BK1522":"燃料电池","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","HYDD.SI":"BYD HK SDR 10to1","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","01211":"比亚迪股份","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU1720050803.USD":"安联全方位中国股票基金","BK1610":"ETF&股票定投概念","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0594300419.USD":"富达中国消费基金A","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU1861214812.USD":"Blackrock Future of Transport A2 USD","BYDDY":"比亚迪ADR","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","BK1509":"特斯拉概念股","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC"},"translate_title":"Under the \"wave\" of new energy smart driving, the Hong Kong Stock Connect Auto Index rose by more than 30% during the year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"520600":1.87,"BYDDY":0.6,"00175":0.9,"HYDD.SI":0.6,"002594":0.6,"09868":0.9,"09863":0.9,"02015":0.9,"01211":0.9},"content_text":"《金证研》 巽风/作者2025年12月15日，工信部正式公布首批L3级有条件自动驾驶车型产品准入许可。两款纯电动轿车在通过严格测试与安全评估后，获准在北京、重庆部分高速公路和城市快速路指定区域内开展上路通行试点。在此背景下，中证港股通汽车产业主题指数聚焦新能源汽车板块，如何反映技术变革以及行业发展情况？一、智驾加持与海外扩张，港股通汽车指数年内涨幅达30.72%中证港股通汽车产业主题指数选取通过港股通证券范围中可投资的、主营业务涉及整车制造、动力电池、智能座舱、自动驾驶、汽车电子及关键零部件等领域的代表性上市公司证券，反映港股市场汽车产业链的整体表现。当前新能源汽车行业正经历深刻变革，呈现出技术迭代更新、海外出口增长、政策大力支持的多维驱动特征。根据国内《汽车驾驶自动化分级标准》，汽车智能驾驶分为L0至L5六个级别，每个级别对应不同的自动化程度和功能。当前，中国电动汽车智能化正处在从L2级辅助驾驶大规模普及，向L3级有条件实现商业化突破的关键过渡期。在全球化方面，国内新能源车企凭借在电动化平台、三电技术、智能座舱等方面的先发优势，不仅在国内市场持续领跑，更加快向欧洲、东南亚、中东等海外市场扩张。11月新能源汽车出口30万辆，环比增长17.3%，同比增长2.6倍。2025年1-11月，新能源汽车出口231.5万辆，同比增长1倍。在全球加速向电动车转型的大趋势下，新能源车的渗透率或持续提升。此外，以旧换新政策、新能源车免征购置税等政策前置汽车以旧换新周期，刺激新能源汽车消费需求。2025年11月，国内新能源汽车渗透率达53.2%，内需市场在政策组合效应推动下有效改善，新动能加快释放。受此多重利好催化，港股通汽车指数表现强劲。截至2025年12月29日，该指数年内累计上涨30.72%，成为港股成长板块中的亮眼赛道。二、高浓度聚焦“智驾”赛道，成分股业绩“亮眼”新能源汽车产业蓬勃发展的背后，是国内新能源产业上下游供应链的不断完善。从锂、钴等关键原材料的供应，到电池、电机等核心部件的制造，再到整车的生产和销售，已形成完整高效的新能源汽车产业生态系统。从中证港股通汽车产业主题指数权重的行业分布上来看，乘用车为代表的可选消费的权重超75%。其余两个权重比较大的板块分别是工业以及原材料，占比分别为16.79%和5.21%。整体来说，这个指数聚焦在汽车的全产业链上，覆盖了整车、零部件、智能驾驶等细分赛道。相较于A股市场以成熟的大型车企为主的分布，港股通汽车指数纳入了大量来自港股市场的汽车产业链公司。其前十大权重中，6只成分股为汽车整车制造厂商，分别为小鹏汽车-W、比亚迪股份、吉利汽车、理想汽车-W、零跑汽车以及长城汽车。当中，多家公司深度布局智能驾驶，在端到端架构落地以及VLA模型等方面处于行业前列。港股通汽车指数代表了更具备创新属性、国际化特征的新势力和智能驾驶龙头企业。此外，在业绩方面，在车企规模效应、反内卷政策支持以及落后产能出清的背景下，以国内新能源汽车龙头比亚迪股份为例，2025年前3季度营业收入为5,662.66亿元，归母净利润233.33亿元。当前市场中，基金经理刘杰在管的广发中证港股通汽车ETF、史宝珖、刘子豪共同管理的工银瑞信中证港股通汽车产业ETF，以及基金经理华龙管理的华夏中证港股通汽车产业主题ETF发起式联接A，紧密跟踪中证港股通汽车产业主题指数。其中，广发中证港股通汽车ETF于2024年12月10日成立，由刘杰担任该基金的基金经理。截至2025年11月29日，刘杰还在管7只基金，总规模超千亿元。其中，2只基金任职回报超200%。总的来说，自动驾驶技术从示范测试迈入真实道路运行和商业化探索的新阶段，为智能网联汽车产业高质量发展注入了新的动能。智能化，正以前所未有的深度和广度重塑着庞大的汽车产业链。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}