The inflection point of the fully autonomous driving era has arrived, and the new energy vehicle ETF Guotai (159806) closed higher.

The turning point arrives in the era of fully autonomous driving; on April 1, the Cathay New Energy Vehicle ETF (159806) rose by more than 0.3%.

Shanghai Securities said that the industry is driving the physical world toward a higher level of intelligent development, and the turning point of the fully autonomous driving era has already arrived. XPeng Motors established a Robotaxi business unit to coordinate product definition, R&D and testing, and operations, accelerating business development from 0 to 1 and supporting the building of large-scale operation capabilities, as the industry moves into a phase of large-scale competition. Meanwhile, the intelligent manufacturing system has taken a key leap from “automation” to “embodied intelligence.” SAIC Motor’s first embodied-intelligence humanoid robot has officially started work on the battery mass production line.

West China Securities said that sodium batteries combine cost and performance advantages. Because lithium carbonate accounts for a higher proportion in the cost of lithium batteries, its price increase will bring a significant increase in lithium battery costs. At the same time, sodium has a cost advantage thanks to resource endowment advantages; against the backdrop of expectations of rising lithium carbonate prices, the cost-performance of sodium batteries is even more prominent. In addition, after years of development, sodium battery technology and processes have gradually matured. Their performance advantages are evident in energy storage, commercial vehicles, and passenger vehicles, as well as scenarios such as battery swapping and low-temperature conditions. As application scenarios become clearer, sodium batteries are expected to enter a stage of large-scale application.

The Cathay New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976). The index focuses on the new energy vehicle industry chain, covering upstream materials, midstream key components, and downstream complete-vehicle segments. The index selects representative companies in the new energy vehicle industry as constituent stocks to reflect the overall performance of securities of listed companies related to new energy vehicles, showing the industry’s development trends and technological progress.

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Economic Daily News

(Editor in charge: Guo Jiandong)

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