Njengoko imfuno yehlabathi yothutho oluzinzileyo iqhubeka ukwanda, iisithuthi samandla esitsha (NEV) ishishini lingenisa a
inguqu kwezobuchwepheshe. Ukuphinda-phinda ngokukhawuleza kweteknoloji yokuqhuba ekrelekrele ibe yeyona nto ibalulekileyo yokuqhuba olu tshintsho. Kungekudala, i-Smart Car ETF (159889) inyuke ngaphezu kwe-1.4%. Abahlalutyi beziko bakholelwa ukuba ukuqhubela phambili okuqhubekayo kobuchwephesha bokuqhuba ngobukrelekrele kuvelisa amathuba amatsha emarike.
Ukuphumelela kwi-L4 ukuqhuba ngokuzimeleyo
Ngomhla wama-23 kuJuni, ngo-2025, iindaba zeCCTV zanika ingxelo ngesizukulwana esitsha senkqubo yokuqhuba ekrelekrele ekhutshwe ngumatshini okhokelayo wasekhaya. Ngokusebenzisa i-multi-sensor fusion kunye ne-AI algorithm optimization, inkqubo ifezekise i-L4 yokuvavanya umsebenzi wokuqhuba ngokuzimeleyo kwiimeko zendlela yasezidolophini. Ukuqaliswa kobu buchwepheshe kuphawula ukuba itekhnoloji yokuqhuba ngobukrelekrele ihambele kwinqanaba eliphezulu, kwaye inokuqhuba ngokuzimeleyo kwiindawo ezintsonkothileyo zasedolophini, iphucula kakhulu ukhuseleko lokuqhuba kunye nokulula.
I-CITIC Securities ibonise ukuba i-L4 imboni yokuqhuba ngokuzimeleyo iye yahlaziywa kutshanje. U-Tesla uqalise i-FSD (ukuqhuba ngokuzimeleyo ngokupheleleyo) Inkonzo yokulingwa kwe-Robotaxi e-United States ngo-Juni 22, ikhuthaza ngakumbi ukuthengiswa kobuchwephesha bokuqhuba obukrelekrele. Le ntshukumo kaTesla ayizange ibonise kuphela amandla ayo obugcisa kwintsimi yokuqhuba ngokuzimeleyo, kodwa ibonelele imodeli kwezinye iinkampani zeemoto ukuba zifunde kuyo.
Ukongeza kuTesla, uninzi lwee-automakers zasekhaya nakwamanye amazwe zihlala zisenza izinto ezintsha kubuchwephesha bokuqhuba obukrelekrele. Ngokomzekelo, inkqubo ye-NIO Pilot eqaliswe yi-NIO idibanisa iimephu ezichanekileyo eziphezulu kunye ne-multi-sensor fusion technology ukuphumeza ukuqhuba ngokuzimeleyo kwiindlela ezinkulu kunye neendlela zasedolophini. I-NIO isoloko ilungisa ii-algorithms zayo ukuphucula isantya sokuphendula kunye nokhuseleko lwenkqubo.
Ukongeza, iqonga lokuqhuba elizimeleyo lika-Apollo eliphuhliswe ngokudibeneyo yi-Baidu kunye ne-Geely livavanyiwe kwizixeko ezininzi, eligubungela inqanaba le-L4 imisebenzi yokuzimela yokuzimela. Ngenkqubo yalo evulekileyo yendalo, iqonga litsale amaqabane amaninzi ukuba akhuthaze ngokudibeneyo ukuqhubela phambili kobuchwephesha bokuqhuba obukrelekrele.
Kwimarike yezizwe ngezizwe, uWaymo, njengovulindlela kumbandela wokuqhuba ngokuzimeleyo, uye wasungula iinkonzo zeeteksi ezingenabaqhubi kwizixeko ezininzi zaseUnited States. Ukuvuthwa kunye nokhuseleko lwetekhnoloji yayo iye yamkelwa ngokubanzi yimarike kwaye ibe luphawu kushishino.
Amathuba oShishino kunye namaThuba eMarike
Njengoko ubuchwephesha bokuqhuba obukrelekrele buqhubeka bukhula, ishishini elitsha lezithuthi zamandla nalo liphantsi kotshintsho olukhulu. I-CITIC Securities ikholelwa ukuba icandelo le-robotics (ukukhula kwezobuchwepheshe) kunye nomjikelezo omtsha wesithuthi kuseyimigca yotyalo-mali ephambili yecandelo lezemoto. Izithuthi ezitsha, imfuno yangaphakathi kunye nokuthunyelwa kwempahla kumazwe angaphandle zenza ukwanda kolwakhiwo oluqinisekileyo.
Nangona uvakalelo lwemarike lwachatshazelwa kukunyuswa kwexesha elingekhoyo le-OEMs kwinqanaba lokuqala, ii-odolo ze-terminal ziye zafunyanwa kutshanje, kwaye imboni isenayo indawo yokubuyisela okulindelekileyo. Ngokubhekiselele kwiimoto zabahambi, nangona idatha yokuthengisa i-terminal kwi-off-season yayithe tyaba, imiyalelo yeenkampani zeemoto iphinde yavela emva kokunyuswa, kunye nokuqina kweemarike zeempawu eziphezulu eziphezulu zibonakaliswe. Kwintsimi yeemoto zorhwebo, ukuthengiswa kweelori ezinzima ngoMeyi kwanda nge-14% ngonyaka. Ukuphunyezwa komgaqo-nkqubo wenkxaso-mali kunyuse imfuno yangaphakathi. Idityaniswe nokuthengiswa ngaphandle okuzinzileyo, impumelelo yeshishini kulindeleke ukuba iqhubeke ikhula.
Smart Car ETF Ukusebenza
I-Smart Car ETF ilandelela i-CS Smart Car Index, ehlanganiswe yi-China Securities Index Co., Ltd. kwaye ikhethe izibambiso ezidweliswe kwiinkalo zokuqhuba kakuhle kunye ne-Intanethi yeZithuthi ezivela kwiimarike zaseShanghai naseShenzhen njengeisampulu zesalathiso ukubonisa ukusebenza ngokubanzi kwezibambiso ezidwelisiweyo ezinxulumene noshishino lweemoto zaseChina. Isalathiso sinomxholo ophezulu wezobuchwepheshe kunye neempawu zokukhula, kugxininise ekuphuhliseni ukuphuhliswa kweshishini lemoto ehlakaniphile.
Ngokuqhubeka nokuphindaphindwa kwetekhnoloji yokuqhuba ngobukrelekrele, imfuno yentengiso yeemoto ezihlakaniphile iya kuqhubeka ikhula. Ingqwalasela yabatyali-mali kwii-ETF zeemoto ezikrelekrele nayo iyanda, nto leyo ebonisa ukuzithemba kwemarike kulo mmandla.
Utshintsho oluqhubekayo lwetekhnoloji yezithuthi zamandla amatsha, ngakumbi impumelelo kwicandelo lokuqhuba ngobukrelekrele, ilungisa yonke imveliso yeemoto. Ngokucwangcisa okusebenzayo kunye nophando lweteknoloji kunye nophuhliso lwee-automakers ezinkulu, imowudi yokuhamba yexesha elizayo iya kuba nengqondo ngakumbi, ikhuselekile kwaye isebenze. Ukuthandwa kweemoto ezihlakaniphile akuyi kutshintsha kuphela indlela yokuhamba yabantu, kodwa kunye nokufaka amandla amatsha kuphuhliso loqoqosho. Sinesizathu sokukholelwa ukuba ixesha elitsha lokuqhuba ngobukrelekrele lifikile yaye ikamva liya kuba bhetele ngakumbi.
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Ixesha lokuposa: Jul-01-2025