智能汽车ETF（159889）涨超1.2%，行业呈现三大核心趋势

Group 1 - The automotive industry is experiencing three core trends: 1) Strong domestic brands are continuously replacing joint venture market share, with an annual share increase range of 8-14%, and by 2025, domestic automakers are expected to launch a significant number of quality new energy products; 2) The penetration of intelligence is accelerating, with approximately 60% of new car sales currently being L2 or higher, and a significant increase in the supply of urban NOA models priced below 200,000 yuan is expected by 2025; 3) In the robotics sector, the automotive and robotics industries share a high degree of commonality, with an estimated 60-70% of automotive parts companies expected to engage in robotics business [1] - In the first week of July, the insurance volume reached 409,000 vehicles (a month-on-month decrease of 30.1%), with a new energy penetration rate of 52.1%. The upcoming vehicle replacement policy and high growth in overseas exports (with a year-on-year increase of 18% in May) are expected to support the industry's fundamentals [1] - The Smart Car ETF tracks the CS Smart Car Index, which is compiled by China Securities Index Co., Ltd. This index selects representative listed companies involved in smart driving, vehicle networking, and other fields from the A-share market, covering various segments from hardware to software, and reflects the overall performance of listed companies in the smart automotive industry chain, showcasing the diversity and breadth of this sector [1]