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Physical AI is trending again! ChinaAMC's robotics ETF (562500), the largest of its kind, rose another 3%, pushing toward a fifth consecutive day of gains, while the ChinaAMC Smart Auto ETF (159888) saw a real-time turnover rate exceeding 23%.
Gelonghui, May 21 — Today, the robotics and intelligent vehicle sectors showed strong performance. Lvdie Harmonic, Haozhi Mechatronics, Yinlun Shares, and Shangwei New Materials reached new intraday highs. The ChinaAMC Robotics ETF (562500) rose another 3.27%, marking its fifth consecutive day of gains, while the ChinaAMC Intelligent Vehicle ETF (159888) climbed 2.97% with a turnover rate of 23.68%. The robust performance of these two sectors stems from a confluence of positive catalysts spanning technological breakthroughs to commercial implementation: (1) Impressive export data for robots, with mass production imminent: In Q1, China’s robot exports amounted to RMB 11.32 billion, with humanoid robot exports surging year-on-year.
The CS New Energy Vehicle Index rose amid the resonance of policy and the energy crisis.
Hello everyone, I am Qi Shichao from Tianhong Fund. Partners who focus on the new energy vehicle sector, we will accompany each other on the investment journey. Entering April 2026, the new energy vehicle sector has shown relative resilience amidst the current Middle East energy shock. Brent crude oil once surged to a historical high, prompting the market to begin reassessing scenarios involving prolonged periods of high energy costs. As a result, new energy vehicles are supported by three key factors: short-term substitution catalyzed by the transition from oil to electricity, medium-term recovery in domestic orders and realization of overseas orders, and long-term advancements in intelligent upgrades alongside global market share expansion. Based on a comprehensive assessment, it is more appropriate to interpret the current environment as one where high energy prices coexist with cost substitution, technological iteration, and global opportunities.
A Comprehensive Overview of the Core Directions of the 15th Five-Year Plan and Related ETFs!
Historic transformation
Express News | Shenzhen supports fully unmanned testing in vehicles
China is accelerating the construction of 20 pilot cities for the integrated development of 'vehicle-road-cloud' systems.
Gelonghui, September 23 — Guo Shougang, Deputy Director of the First Department of Equipment Industry of the Ministry of Industry and Information Technology, stated on September 23 that China's intelligent connected vehicle industry has achieved positive results. The scale of demonstration projects has steadily expanded, with 17 national-level test demonstration zones established across the country. Efforts are accelerating to advance the construction of 20 pilot cities integrating 'vehicle-road-cloud' systems. To date, over 35,000 kilometers of testing and demonstration roads have been opened, and more than 10,000 testing and demonstration licenses have been issued.
Express News | MIIT: The market penetration rate of new passenger vehicles equipped with combined driving assistance systems exceeds 60%.