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電動車銷量大爆發,除了買股票,還有什麼上車途徑?
uSMART盈立智投 01-13 16:30

新能源車迎來爆發元年

2021年,全球電動車市場賣爆了。

特斯拉全年交付量達93.62萬輛,逼近100萬大關,同比增長87.2%。比亞迪全年新能源乘用車銷量達59.37萬輛,同比增長231.6%。蔚小理年銷量均破9萬,哪吒約7萬,威馬、零跑破4萬。

(圖:造車新勢力月度銷量走勢,來源:莫尼塔研究)

展望2022年,機構稱,歐洲各國補貼政策基本延續,美國稅收抵免額度提升即將落地,中國私人需求持續增長,中汽協預測今年國內新能源汽車銷量將達到500萬輛,同比增長47%,在這些因素驅動下,預計全球新能源車市場有望迎來進一步增長。

新能源車ETF走勢強勁

面對持續火爆的新能源車,普通投資者除了直接買賣二級市場股票,還有什麼上車途徑呢?當然是新能源車相關的ETF。

目前市場上較受歡迎的新能源車ETF有DRIV、IDRV、KARS三隻,分別追蹤不同的新能源車指數,成立於2018年和2019年。

DRIV的管理規模最大,達到14.3億美元,流動性最好,近90天的平均交易量爲50萬,追蹤誤差也是最低的。IDRV的管理費率是最低的,只有0.47%。KARS在2021年的股息率高達6.38%,因而受到投資者歡迎,不過往年的派息率在1%左右,去年的高股息持續性存疑。

從持倉來看,DRIV和IDRV比較相近,IDRV重倉股包括英特爾、Toyota、蘋果、福特、特斯拉、三星、高通、谷歌、通用汽車、英偉達,DRIV重倉股包含特斯拉、英偉達、高通、蘋果、微軟、Toyota、谷歌、英特爾、福特汽車。而KARS的重倉股包括福特汽車、特斯拉、通用汽車、寧德時代。

從地區分佈來看,KARS因爲持有寧德時代等中國公司,所以中國比重高達31%,而DRIV和IDRV的美國比重較大,分別達到62%、48%。投資者可以根據自己的投資偏好進行選擇,如果更看好美國市場,可以選擇DRIV和IDRV,如果更偏重中國,則可以考慮KARS。

收益率方面,得益於這兩年新能源市場的景氣度上升,三隻ETF都取得了不錯的收益,2020年漲幅都在60%以上,2021年漲幅在30%左右。

如何構建ETF投資組合

ETF不僅是散戶的投資利器,也是機構的心頭好,根據三季度持倉報告,橋水基金的前四大持倉都是新興市場ETF和標普500ETF,高盛、巴克萊均重倉ETF,華爾街大佬們還買了哪些ETF?我們該如何抄作業?在2000多隻ETF中,我們又該如何構建ETF投資組合?

敬請鎖定uSMART直播間,1月18日19:30,盈立證券(新加坡)研究院高級市場策略師黃佳仁(James)爲您在線解答。

主講人簡介:黃佳仁(James),現任盈立證券(新加坡)研究院高級市場策略師,盈立證券(新加坡)金牌講師,新加坡交易所學院特邀培訓導師。

有任何關於基金的疑問可以加我們的官方運營人員微信諮詢。

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