智能网联汽车ETF(159872)政策与技术共振，车联网基建+高阶自动驾驶双主线凸显

Group 1 - The smart connected vehicle ETF (159872.SZ) remained stable with a 0.00% increase, while its associated index, CS Vehicle Networking (930725.CSI), rose by 0.15% [1] - Major constituent stocks such as SAIC Motor Corporation increased by 0.63%, Wanma Technology by 5.39%, and Qianfang Technology by 1.36%, indicating positive market sentiment [1] - A meeting held by the trading association on June 16 focused on supporting high-quality development in the automotive sector, with representatives from nine major automakers discussing financing needs and optimization suggestions [1] Group 2 - The trading association emphasized the need for innovation in the bond market to support automakers' transitions towards intelligent and green technologies [1] - Research from Shenwan Hongyuan highlighted the VLA model's significant improvement in autonomous driving performance, achieving an average no-takeover mileage of 50-100 kilometers, compared to traditional solutions [2] - The VLA model's deployment requires substantial computing power, as seen in Li Auto's use of a 4 billion parameter scale on the OrinX chip, underscoring the importance of computing hardware in the smart connected vehicle industry [2] Group 3 - Citic Securities noted Haige Communication's involvement in smart transportation, emphasizing its "Beidou + 5G + C-V2X" communication network, which is part of a national vehicle networking pilot project [2] - The technology developed by Haige Communication is expected to directly support high-level autonomous driving scenarios, reflecting the trend of collaborative development between vehicle networking infrastructure and intelligent driving [2]