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Top China EV ETF to buy in 2022

by SEP Editor

Many eye on investment opportunities as China EV industry performed remarkable results in 2021, with Buffet-backed BYD posted strong EVs deliveries in Dec and Full year of 2021,and China EV Trio hustle as Xpeng outsells NIO and Li Auto in December deliveries.

Here are the TOP 5 China EV handpicked for your reference.

  1. ARK Autonomous Technology & Robotics ETF
  • Founded: 2014
  • Market Cap: 1.896 billions USD (as of 01/14/2022)

As one of the ETFs managed by Cathie Wood, ARK Autonomous Technology & Robotics ETF seeks long-term growth, investing under normal circumstances primarily (at least 80% of its assets) in domestic and foreign equity securities of autonomous technology and robotics companies that are relevant to the Fund’s investment theme of disruptive innovation.

Cathie Wood said that she does not have high expectations for China concepts stock in June in 2021. But she increased its stake in Xpeng on 6/12, 14/12, 22/12 and BYD on 30/11 last year. 

Actions speak louder than words, Cathie Wood showed expectations in Xpeng and China’s autonomous industry.

  1. Global X Autonomous & Electric Vehicles ETF
  • Founded: 2018
  • Market Cap: 1.414 billions USD (as of 12/31/2021)

The Global X Autonomous & Electric Vehicles ETF (DRIV) seeks to invest in companies involved in the development of autonomous vehicle technology, electric vehicles (“EVs”), and EV components and materials. 

This includes companies involved in the development of autonomous vehicle software and hardware, as well as companies that produce EVs, EV components such as lithium batteries, and critical EV materials such as lithium and cobalt.

Xpeng, NIO, two of the China EV-leading companies, are well in the bucket. Geely Auto- the 7th largest auto manufacturing company in China, is also being marked in the list. 

DRIV.US focuses on the global industry, with investment in China accounting for 4.4% as of now.

  1. Global X Lithium Battery Technology ETF
  • LIT.US
  • Founded: 2010
  • Market Cap: 5.563 billions USD (as of 12/31/2021)

The Global X Lithium & Battery Tech ETF (LIT) invests in the full lithium cycle, from mining and refining the metal, through battery production.

Unlike LRIV, LIT focuses more on the battery industry globally, but it invested a large amount in China with 43.3%, which is the most over all country. The US is the second with 21.7%. 

ALBEMARLE CORP is the largest lithium mining company in the world, which serves as LIT’s biggest holding.

  1. Global X China Electric Vehicle ETF
  • 2845.HK
  • Founded: 2020
  • Market Cap: 8.179 billions HKD (as of 12/31/2021)

Global X China EV & Battery ETF tracks the performance of the Solactive China EV & Battery Index. It is the first and only warrant-linked fund that was launched by Citi, a non-broad-based, thematic growth ETF in the Hong Kong market.

It has 35.05% invested in electrical equipment and 29.95% in chemical products, at least in total of 65% invested in battery-related industry. Battery is one of the most important components in EV. With the rapid development of the EV industry in China, Battery industry will play an important role in the long term.

  1. iShares Self-Driving EV and Tech ETF
  • Founded: 2019
  • Market Cap: 666.10 millions USD (as of 01/14/2021)

The iShares Self-Driving EV and Tech ETF tracks an index composed of developed and emerging market companies that benefit from growth and innovation in and around electric vehicles, battery technologies and autonomous driving technologies.

IDRV is the only ETF in this list has invested the Xpeng, LiAuto, NIO and BYD in the same time which are the four most potential and comparative companies in China .It focuses on high-tech giants worldwide like APPLE, INTER, NVIDIA, although IDRV only has 5.53% invested in China, but those companies that IDRV invested in, are more integrated with China’s EV companies. 

Disclosure: Our team has no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. HelloSEP wrote this article to express personal opinion.

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