新能源车ETF（159806）涨超2.4%，政策与固态电池进展提振板块预期

Group 1 - The new energy vehicle (NEV) sector is experiencing a strong rebound, with the NEV ETF (159806) rising over 2.4% [1] - The government is implementing a vehicle replacement policy, with a total of 138 billion yuan in central funds to be distributed in July and October, which is expected to stabilize market demand and alleviate pessimism regarding hydrogen demand [1] - The demand for complete vehicles is anticipated to recover due to the resurgence of supply in the automotive market and the upcoming peak sales season in September and October [1] Group 2 - The solid-state battery industry is transitioning from small-scale trials to pilot production, with leading manufacturers securing MWh-level orders and planning GWh-level production lines [1] - The traditional lithium battery equipment orders are experiencing explosive growth as battery companies restart global capital expenditures, leading to a potential full recovery of the main business scale within the year [1] - The European Union is investing 28 billion euros in battery materials to develop 60 strategic raw material projects, enhancing supply chain resilience [1] Group 3 - The NEV ETF closely tracks the CS New Energy Vehicle Index, which selects listed companies across the entire NEV industry chain, including upstream material supply, midstream key component production, and downstream vehicle manufacturing [2] - The index has shown a daily increase of 1.33%, reflecting the vitality of the industry and covering the entire NEV industry chain systematically [2] - The index's construction features a highly concentrated industry allocation and outstanding growth characteristics, accurately reflecting the overall market performance of the NEV sector [2]