Pomwe kufunikira kwapadziko lonse kwamayendedwe okhazikika kukukulirakulira, agalimoto yatsopano yamagetsi (NEV) industry ikuyambitsa a
kusintha kwaukadaulo. Kubwereza kofulumira kwaukadaulo wamagalimoto anzeru kwakhala kofunikira pakusinthaku. Posachedwapa, Smart Car ETF (159889) yakwera ndi 1.4%. Akatswiri ofufuza akukhulupirira kuti kupita patsogolo kwaukadaulo wamagalimoto anzeru kumabweretsa mwayi wamsika watsopano.
Kupambana mu L4 kuyendetsa modziyimira pawokha
Pa Juni 23, 2025, CCTV News idanenanso za m'badwo watsopano wamagalimoto anzeru otulutsidwa ndi wopanga magalimoto apanyumba. Kupyolera mu multi-sensor fusion ndi AI algorithm kukhathamiritsa, makinawa akwaniritsa kuyesa kwa L4 yodziyimira payokha pamayendedwe akumatauni. Kukhazikitsidwa kwa ukadaulo uwu kukuwonetsa kuti ukadaulo wanzeru woyendetsa galimoto wapita kumtunda wapamwamba, ndipo ukhoza kuyendetsa modziyimira pawokha m'matauni ovuta, kuwongolera kwambiri chitetezo komanso kusavuta kuyendetsa galimoto.
CITIC Securities inanena kuti makampani oyendetsa galimoto a L4 asinthidwa posachedwa. Tesla adakhazikitsa FSD (full autonomous drive) ntchito yoyeserera ya Robotaxi ku United States pa Juni 22, ndikupititsa patsogolo kutsatsa kwaukadaulo wamagalimoto anzeru. Kusuntha uku kwa Tesla sikunangowonetsa mphamvu zake zamakono pamayendedwe oyendetsa galimoto, komanso kupereka chitsanzo kwa makampani ena agalimoto kuti aphunzirepo.
Kuphatikiza pa Tesla, opanga ma automaker ambiri apakhomo ndi akunja amakhalanso akupanga zatsopano muukadaulo wamagalimoto anzeru. Mwachitsanzo, dongosolo la NIO Pilot lomwe linayambitsidwa ndi NIO limaphatikiza mamapu olondola kwambiri komanso ukadaulo wophatikizira ma sensor ambiri kuti akwaniritse kuyendetsa modziyimira pawokha m'misewu yayikulu ndi yakumizinda. NIO ikukonzekeranso nthawi zonse ma aligorivimu ake kuti ipititse patsogolo kuyankha kwachangu komanso chitetezo.
Kuphatikiza apo, nsanja ya Apollo autonomous drive pulatifomu yopangidwa pamodzi ndi Baidu ndi Geely yayesedwa m'mizinda ingapo, yokhudzana ndi magwiridwe antchito a L4 level autonomous drive. Kudzera mu chilengedwe chake chotseguka, nsanjayi yakopa othandizana nawo ambiri kuti alimbikitse limodzi kupititsa patsogolo ukadaulo wamagalimoto anzeru.
Pamsika wapadziko lonse, Waymo, monga mpainiya wa nkhani ya kuyendetsa galimoto popanda dalaivala, wakhazikitsa ma taxi opanda dalaivala m’mizinda yambiri ya ku United States. Kukhwima ndi chitetezo chaukadaulo wake zadziwika kwambiri pamsika ndipo zakhala chizindikiro pamsika.
Zoyembekeza Zamakampani ndi Mwayi Wamsika
Pamene luso loyendetsa galimoto likukulirakulirabe, makampani onse oyendetsa magalimoto amphamvu akukumananso ndi kusintha kwakukulu. CITIC Securities imakhulupirira kuti gawo la robotics (kukula kwaukadaulo) komanso kuzungulira kwa magalimoto atsopano akadali njira zazikulu zogulira gawo lamagalimoto. Magalimoto atsopano, zofuna zapakhomo ndi zogulitsa kunja zimapanga kuwonjezeka kwapangidwe motsimikizika kwambiri.
Ngakhale malingaliro amsika adakhudzidwa ndi kukwezedwa kwa ma OEM kwa nyengo yoyambilira koyambirira, ma terminal adachira posachedwa, ndipo makampani akadali ndi mwayi woti achire. Pankhani yamagalimoto onyamula anthu, ngakhale kuti zogulitsa zogulitsa munyengo yanthawi yayitali zinali zopanda pake, malamulo amakampani amagalimoto adakulirakulira pambuyo pa kukwezedwa, ndipo kulimba kwa msika wamtundu wapamwamba kwambiri kudawonetsedwa. M'munda wamagalimoto amalonda, malonda ogulitsa magalimoto olemera mu Meyi adakwera ndi 14% pachaka. Kukhazikitsidwa kwa ndondomeko ya subsidy kunalimbikitsa zofuna zapakhomo. Kuphatikiza ndi zokhazikika zogulitsa kunja, chitukuko chamakampani chikuyembekezeka kukwera.
Malingaliro a kampani Smart Car ETF
Smart Car ETF imatsata CS Smart Car Index, yomwe imapangidwa ndi China Securities Index Co., Ltd. Mlozerawu uli ndi ukadaulo wapamwamba komanso mawonekedwe akukula, kuyang'ana kwambiri pakukula kwa msika wamagalimoto anzeru.
Ndi kupitilirabe kwaukadaulo wamagalimoto anzeru, kufunikira kwa msika wamagalimoto anzeru kupitilira kukula. Chidwi cha osunga ndalama pa ma ETF amagalimoto anzeru chikuchulukiranso, kuwonetsa chidaliro cha msika pankhaniyi.
Kusintha kosalekeza kwaukadaulo wamagalimoto amphamvu, makamaka kupita patsogolo pantchito yoyendetsa mwanzeru, ndikukonzanso msika wonse wamagalimoto. Ndi masanjidwe achangu ndi kafukufuku waukadaulo ndi chitukuko cha opanga ma automaker, njira yoyendera yamtsogolo idzakhala yanzeru, yotetezeka komanso yothandiza. Kuchulukitsidwa kwa magalimoto anzeru sikungosintha maulendo a anthu, komanso kumawonjezera mphamvu zatsopano pakukula kwachuma. Tili ndi zifukwa zokhulupirira kuti nyengo yatsopano yoyendetsa galimoto mwanzeru yafika ndipo tsogolo lidzakhala labwino kwambiri.
Imelo:edautogroup@hotmail.com
Phone / WhatsApp:+ 8613299020000
Nthawi yotumiza: Jul-01-2025