As of April 20, 2026, 13:15, the Intelligent Vehicle ETF TaiKang (159720) rose by 0.79%, tracking the index China Securities Intelligent Electric Vehicle Index (H11052) which increased by 0.60%. The constituent stock LUXSHARE-ICT rose by 9.72%, Trina Solar rose by 4.43%, Beijing Junzheng rose by 4.21%, STMicroelectronics rose by 3.43%, and Quectel rose by 3.10%.
In terms of news, on April 14, LUXSHARE-ICT released its 2025 annual report. The report shows that the company's operating revenue for 2025 was CNY 332.344 billion, a year-on-year increase of 23.64%; the net profit attributable to shareholders was CNY 16.599 billion, a year-on-year increase of 24.20%; and the net profit excluding non-recurring items was CNY 14.169 billion, a year-on-year increase of 21.16%. LUXSHARE-ICT stated that the company has made significant breakthroughs with multiple clients in areas such as high-speed copper interconnection, heat dissipation, and power modules, and its diversified layout has opened up growth space for performance.
Recently, BYD's 16 millionth new energy vehicle rolled off the production line at its factory in Changsha, becoming the world's first new energy vehicle company to reach this scale. The second-generation Tengshi D9 became the 16 millionth model to roll off the line, marking the world's first second-generation Tengshi D9 to be produced. The production of 16 million vehicles is not only a significant milestone in BYD's development of new energy vehicles but also an important moment in the global new energy vehicle industry's development history, once again refreshing the &#34;China acceleration&#34; in the global new energy vehicle industry.
Shanghai Securities believes that intelligence is changing the competitive landscape. The potential of the intelligent driving market is enormous. According to data from the China Business Industry Research Institute, it is estimated that by 2025, China's autonomous driving market size will approach CNY 450 billion. Since 2025, the entry price of intelligent assisted driving solutions has continued to decline. Domestic substitution brings new opportunities. In 2025, the domestic substitution of China's automotive parts will accelerate comprehensively. With the improvement of comprehensive competitiveness, the domestic parts supply system is gradually aligning with the world, and the domestic parts industry will continue to maintain a good development trend.
Robots are exploring a second curve. The Development Research Center of the State Council released the &#34;China Development Report 2025,&#34; predicting that China's embodied intelligence market size is expected to reach CNY 400 billion by 2030 and exceed CNY 1 trillion by 2035, leading to a further leap in new productive forces in multiple application fields such as transportation logistics, industrial manufacturing, and commercial services. Currently, China's humanoid robot companies are divided into three major camps: complete machine manufacturing, internet giants, and embodied intelligence startups. The humanoid robot industry has synergistic advantages with the intelligent connected new energy vehicle industry chain. We believe that the rapid development of the robot industry promotes the transformation and development of the automotive industry chain.
The Intelligent Vehicle ETF TaiKang closely tracks the China Securities Intelligent Electric Vehicle Index, which selects listed company securities whose main business involves intelligent electric vehicle power systems, perception systems, decision-making systems, execution systems, communication systems, vehicle production, and the automotive aftermarket as index samples, reflecting the overall performance of listed company securities in the intelligent electric vehicle industry
Data shows that as of March 31, 2026, the top ten weighted stocks in the CSI Intelligent Electric Vehicle Index (H11052) are CATL, BYD, LUXSHARE-ICT, Inovance Technology, Sanhua Intelligent Controls, Seres, Eve Energy, Ganfeng Lithium, Huaqin Technology, and Huayou Cobalt, with the top ten weighted stocks accounting for a total of 57.63%. (The stocks listed above are only index constituent stocks and do not imply any specific recommendation.)

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The smart car ETF Taikang rose nearly 1%, with institutions focusing on the automotive export and intelligence. LUXSHARE-ICT released its 2025 annual report, expecting operating revenue of 332.344 billion yuan, a year-on-year increase of 23.64%. BYD's 16 millionth new energy vehicle rolled off the production line, marking an important milestone in the global new energy vehicle industry. The smart driving market has enormous potential, with the market size expected to reach 450 billion yuan by 2025. The development trend of the domestic parts industry is good, and the robotics market is also growing rapidly

腾讯新闻 - 财经

LUXSHARE-ICT

Hua Xia CSI New Energy Vehicles ETF

ChinaAMC CSI Intelligent Automobile Theme ETF

E Fund CSI Intelligent Electric Vehicle ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Taikang CSI Intelligent Electric Vehicle ETF

TGOOD

Hengtong Logistics

StarPower Semiconductor

Quectel

BYD COMPANY

SPD Bank

CATL

Inovance

Sanhua

SERES

Ganfeng Lithium

GANFENGLITHIUM

OmniVision Group

Huayou Cobalt

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

CATL HK SDR 30to1

SANHUA

OMNIVISION

The Intelligent Vehicle ETF rose nearly 1% in the afternoon, with institutional investors focusing on the overseas expansion of automobiles and intelligence, as robots are expected to reshape the industry's growth logic