固态电池迎来产业化关键阶段，智能车ETF泰康(159720)近1周新增规模居可比基金第一

Group 1 - The smart car ETF Taikang (159720) experienced a pullback, tracking the CSI Smart Electric Vehicle Index (H11052), which fell by 0.80% [1] - Among the constituent stocks, Sitwei (688213) led with a rise of 4.87%, while Yihui Lithium Energy (300014) saw the largest decline at 4.81% [1] - As of July 3, the smart car ETF Taikang (159720) saw a weekly growth of 1.3629 million yuan, ranking first among comparable funds [1] Group 2 - According to the "2025 China Automotive Industry Consumption Insight Report," the penetration rate of new energy vehicles in China reached 48% in 2024, an increase of 12 percentage points from 2023 [2] - The competition among new energy vehicle companies is expected to intensify, leading to an accelerated industry reshuffle [2] - Solid-state batteries are entering a critical stage of industrialization, with short-term oxide semi-solid batteries already achieving commercialization [2] - The rise of solid-state batteries is anticipated to create significant market opportunities in new materials and equipment, enhancing the range and safety of smart vehicles [2] Group 3 - The smart car ETF Taikang closely tracks the CSI Smart Electric Vehicle Index, which includes listed companies involved in various aspects of the smart electric vehicle industry [2]