China's NOA has entered a period of rapid penetration targeting mainstream consumer groups! Global X China Electric Vehicle Etf (02845.HK) captures the development dividends of the electric vehicle industry with one click
On January 14, 2026, the China Automotive Industry Economic and Technological Information Research Institute under the China Association of Automobile Manufacturers released the "2025 Urban NOA Automotive Assisted Driving Research Report".
The "Report" shows that from January to November 2025, the cumulative sales volume of passenger vehicles equipped with urban NOA functions in China reached 3.129 million units, accounting for 15.1% of the passenger vehicle insurance registrations, an increase of 5.6 percentage points compared to the whole year of 2024. Moreover, the sales proportion of mainstream passenger vehicles with urban NOA models priced below 300,000 yuan exceeded 68.9%, indicating that urban NOA has gradually evolved from a differentiated configuration in high-end models to a standard feature in mainstream models and has entered a period of rapid penetration targeting mainstream consumer groups. At the same time, the technological breakthroughs, scenario implementation, and industrial chain collaboration opportunities of L3 and above autonomous driving have attracted much attention, which will promote the NOA technology to a higher level and further drive the increase in the penetration rate of urban NOA.
In terms of Hong Kong stock-related ETFs, Global X China Electric Vehicle Etf (02845.HK) is a passive fund launched by Global X, tracking the Solactive China Electric Vehicles and Batteries Index. It covers leading enterprises in the electric vehicle industry chain such as CATL and BYD, including segments such as vehicle manufacturing, battery production, and charging facilities.
Shengang Securities' research report points out that the release of NVIDIA Alpamayo reflects that autonomous driving research and development has shifted from relying on massive data training for "conditioned reflexes" to building "intelligent agents" that can understand scenarios, conduct logical reasoning, and explain themselves. The automotive sector should pay attention to the opportunities brought by improved performance of undervalued leading vehicle and component enterprises, as well as core targets in high-quality tracks of new energy electrification and intelligence. (Source: Shengang Securities' "NVIDIA Releases Alpamayo to Promote Autonomous Driving Leap" on 20260114)
NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.
