Ha tlhokahalo ea lefats'e ea lipalangoang tse tsitsitseng e ntse e eketseha, hokoloi e ncha ea matla (NEV) indasteri e kenya letsoho ho
phetohelo ya theknoloji. Phetoho e potlakileng ea theknoloji ea ho khanna ka bohlale e fetohile matla a bohlokoa a ho khanna phetoho ena. Haufinyane tjena, Smart Car ETF (159889) e nyolohile ho feta 1.4%. Bahlahlobisisi ba mekhatlo ba lumela hore tsoelo-pele e tsoelang pele ea theknoloji ea ho khanna ka bohlale e hlahisa menyetla e mecha ea 'maraka.
Katleho ea ho khanna ka mokhoa o ikemetseng oa L4
Ka la 23 Phuptjane 2025, CCTV News e tlalehile ka moloko o mocha oa sistimi ea ho khanna e bohlale e lokollotsoeng ke moetsi oa likoloi ea ka sehloohong oa lapeng. Ka fusion ea li-multi-sensor le AI algorithm optimization, sistimi e fihletse tlhahlobo ea ts'ebetso ea ho khanna e ikemetseng ea L4 maemong a litsela tsa litoropo. Ho thakholoa ha thekenoloji ena ho bontša hore thekenoloji ea ho khanna ka bohlale e se e fihlile boemong bo phahameng, 'me e khona ho khanna ka boithaopo libakeng tse rarahaneng tsa litoropo, ho ntlafatsa haholo polokeho le boiketlo ba ho khanna.
CITIC Securities e bontšitse hore indasteri ea ho khanna e ikemetseng ea L4 e se e tsositsoe morao tjena. Tesla e ile ea tsebisa FSD (ho khanna ka ho feletseng) ts'ebeletso ea ts'ebetso ea teko ea Robotaxi United States ka June 22, e tsoelang pele ho khothalletsa khoebo ea theknoloji ea ho khanna ka bohlale. Ts'ebetso ena ea Tesla ha ea ka ea bontša feela matla a eona a theknoloji tšimong ea ho khanna ka boithaopo, empa hape e fane ka mohlala bakeng sa lik'hamphani tse ling tsa likoloi ho ithuta ho tsona.
Ntle le Tesla, baetsi ba likoloi ba bangata ba malapeng le ba kantle ho naha le bona ba lula ba ntlafatsa theknoloji ea ho khanna e bohlale. Ka mohlala, tsamaiso ea NIO Pilot e qalileng ke NIO e kopanya limmapa tse nepahetseng haholo le theknoloji ea ho kopanya lintho tse ngata ho finyella ho khanna ka bolokolohi litseleng tse kholo le litseleng tsa litoropo. NIO e boetse e lula e ntlafatsa li-algorithms tsa eona ho ntlafatsa lebelo le polokeho ea sistimi.
Ho feta moo, sethala sa ho khanna se ikemetseng sa Apollo se entsoeng ka kopanelo ke Baidu le Geely se lekoa metseng e mengata, se sebetsanang le mesebetsi ea ho khanna e ikemetseng ea L4. Ka tsamaiso ea eona e bulehileng ea tikoloho, sethala sena se hohetse balekane ba bangata ho khothaletsa ka kopanelo tsoelo-pele ea theknoloji ea ho khanna ka bohlale.
’Marakeng oa machaba, Waymo, e le pula-maliboho lefapheng la ho khanna motho a le mong, o thakhotse litšebeletso tsa litekesi tse se nang mokhanni metseng e mengata ea United States. Khōlo le polokeho ea thekenoloji ea eona li 'nile tsa amoheloa ka bophara ke' maraka 'me e fetohile letšoao la indasteri.
Menyetla ea Indasteri le Menyetla ea Limmaraka
Ha theknoloji ea ho khanna ka bohlale e ntse e tsoela pele ho hola, indasteri eohle e ncha ea likoloi tsa matla le eona e ntse e ba le liphetoho tse kholo. CITIC Securities e lumela hore lefapha la liroboto (khōlo ea theknoloji) le potoloho e ncha ea likoloi e ntse e le mekhoa e meholo ea lichelete tsa indasteri ea likoloi. Likoloi tse ncha, tlhokahalo ea lehae le thepa e romelloang kantle ho naha li theha keketseho ea sebopeho ka bonnete bo matla.
Le hoja maikutlo a 'maraka a ile a angoa ke lipapatso tsa li-OEM tsa nako e sa lekanyetsoang qalong, litaelo tsa ho qetela li se li folile morao tjena,' me indasteri e ntse e na le sebaka sa ho hlaphoheloa. Mabapi le likoloi tsa bapalami, le hoja data ea thekiso ea thekiso ea nako ea nako e ne e bataletse, litaelo tsa lik'hamphani tsa likoloi li ile tsa eketseha ka mor'a ho phahamisoa, 'me ho ile ha totobatsoa ho tiea ha 'maraka oa lihlahisoa tsa maemo a holimo. Lefapheng la likoloi tsa khoebo, thekiso e rekisoang ea literaka tse boima ka May e eketsehile ka 14% selemo le selemo. Ho kenngwa tshebetsong ha leano la dithuso ho matlafaditse tlhokahalo ya lehae. Ha re kopana le thepa e tsoang kantle ho naha e tsitsitseng, ho lebelletsoe hore katleho ea indasteri e tla tsoela pele ho phahama.
Ts'ebetso ea Smart Car ETF
Smart Car ETF e sala morao CS Smart Car Index, e hlophisitsoeng ke China Securities Index Co., Ltd. 'me e khetha tšireletseho e thathamisitsoeng mafapheng a ho khanna ka bohlale le Marang-rang a Likoloi ho tsoa 'marakeng oa Shanghai le Shenzhen e le lisampole tsa index ho bonts'a ts'ebetso e akaretsang ea matsete a thathamisitsoeng a amanang le indasteri ea likoloi tse bohlale tsa China. Lenane le na le litaba tse phahameng tsa theknoloji le litšobotsi tsa kholo, tse lebisang tlhokomelo ho nts'etsopele ea morao-rao ea indasteri ea likoloi tse bohlale.
Ka ts'ebetso e tsoelang pele ea theknoloji ea ho khanna ka bohlale, tlhoko ea 'maraka ea likoloi tse bohlale e tla tsoela pele ho hola. Tlhokomelo ea batseteli ho li-ETF tsa likoloi tse bohlale le eona ea eketseha, e bonts'a ts'epo ea 'maraka sebakeng sena.
Tlhabollo e tsoelang pele ea theknoloji e ncha ea likoloi tsa matla, haholo-holo katleho lefapheng la ho khanna ka bohlale, e fetola indasteri eohle ea likoloi bocha. Ka moralo o sebetsang le lipatlisiso tsa thekenoloji le nts'etsopele ea li-automaker tse kholo, mokhoa oa ho eta oa nakong e tlang o tla ba bohlale, o bolokehile ebile o sebetsa hantle. Ho tsebahala ha likoloi tse bohlale ho ke ke ha fetola feela mokhoa oa batho ba tsamaeang, empa hape ho kenya matla a macha ntlafatsong ea moruo. Re na le lebaka la ho lumela hore mehla e mecha ea ho khanna ka bohlale e fihlile ’me bokamoso bo tla ba molemo le ho feta.
Email:edautogroup@hotmail.com
Mohala / WhatsApp:+8613299020000
Nako ea poso: Jul-01-2025