新能源车ETF（159806）涨超1.2%，固态电池产业化与行业规范成焦点

Group 1 - The core viewpoint is that the new energy vehicle (NEV) industry is benefiting from dual demand resonance from downstream power and energy storage sectors, leading to sustained upward momentum in the industry [1] - Leading companies showed impressive production performance in July, indicating strong market demand [1] - A focus on the solid-state battery sector is recommended, with advancements from companies like Funeng Technology, which plans to deliver sulfide-based all-solid-state batteries with an energy density exceeding 400Wh/kg by August, aiming to increase it to over 500Wh/kg subsequently [1] Group 2 - Chongqing is actively planning battery recycling, targeting a 90% coverage rate of the recycling network in districts and counties by 2027, promoting the establishment of a power battery recycling and utilization system [1] - As the mid-year performance reporting period approaches, attention is advised on sectors with strong Q2 performance, particularly in batteries and structural components, which are expected to see stable profit growth [1] - The New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which reflects the overall market performance of listed companies involved in key components manufacturing and vehicle production within the NEV industry [1]