新能源车企6月成绩单出炉！2025年智驾技术或是车市核心竞争点，智能车ETF泰康(159720)回调布局机遇受关注

Group 1 - The smart car ETF Taikang (159720) is experiencing a pullback, tracking the CSI Smart Electric Vehicle Index (H11052), which has decreased by 0.64% [1] - In June, several automakers reported record high sales, with BYD leading the market by selling 382,585 new energy vehicles, achieving a year-on-year growth of 33.04% in the first half of the year [1] - Leap Motor and Xpeng Motors also reported significant sales increases, with Leap Motor delivering 48,006 vehicles in June (up over 138% year-on-year) and Xpeng Motors delivering 34,611 vehicles (up 224% year-on-year) [1] Group 2 - According to CITIC Securities and other institutions, smart driving technology will be a core competitive point in the automotive market by 2025, with increased competition expected [2] - BYD's "Universal Smart Driving" strategy aims to lower the barriers to smart driving technology, potentially doubling the penetration rate of mid-to-high level smart driving in the domestic market [2] - The CSI Smart Electric Vehicle Index includes companies involved in various aspects of the smart electric vehicle industry, reflecting the overall performance of listed companies in this sector [2]