新能源车板块小幅回调，关注新能源车ETF（159806）布局机会，6月多数新能源车企交付量表现较为平稳

Group 1 - The majority of new energy vehicle companies showed stable month-on-month delivery and sales performance in June, with NIO, Xpeng, Leapmotor, GAC Aion, and Seres achieving month-on-month growth, while BYD remained flat, and Li Auto, Zeekr, and Xiaomi experienced declines [1] - The sales of new energy vehicles are expected to continue growing year-on-year, driven by the maturity of solid-state battery technology, increased supply of quality products, and policies promoting vehicle trade-ins and the intelligent transformation of electric vehicles [1] - The construction of the solid-state battery pilot line project by Zhonggu Times has commenced, focusing on key technologies such as dry electrode, solid-state battery materials, and ultra-large capacity solid-state battery cell design and manufacturing [1] Group 2 - The solid-state battery commercialization timeline indicates that the pilot line will reach a critical phase between 2025 and 2026, with semi-solid-state batteries expected to be commercially applied by 2027 and full solid-state batteries entering vehicle validation [1] - By 2030, full solid-state batteries are anticipated to reach an industrialization inflection point, benefiting companies with well-established material layouts and rapid validation progress [1] - The New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which reflects the overall performance of A-share listed companies in the new energy vehicle industry, focusing on key areas such as lithium batteries, motors, electronic controls, and vehicle manufacturing [2]