On December 14th, 2023, it was officially announced that its M9 would be released on December 26th. After the appearance of the new M7 in September, it directly detonated Huawei’s industrial chain. As a result, the smart car ETF(159888) also ushered in a wave of rebound. As of the end of November, the maximum increase in the range was nearly 10%. Today, when it opened, the smart car ETF surged back, calling back or welcoming the layout opportunity, and holding the information of Guangting in the stocks.
Smart Car ETF(159888) closely tracks CS Smart Cars. From the perspective of the weight distribution of Shenwan’s first-class industries, the constituent stocks are mainly distributed in high-quality industry tracks such as electronics, computers, automobiles, communications, etc., with distinctive scientific and technological attributes. From the perspective of more exposed concepts, the smart car index is mainly exposed to automobile, consumer electronics and Huawei-related concepts, and the weight of the holding stocks is as high as 57%.
With the accumulation of algorithms, hardware and data, Huawei has established a full-stack intelligent solution. With the increase of M7, the listing of M9(23Q4), the listing of S7 (late November) and the iteration of ADS2.0, Huawei’s super reputation is superimposed, and smart cars and their industrial chains are expected to develop rapidly.
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