新能源车ETF（159806）涨超1.5%，行业回暖预期与智能化进程受关注

Group 1 - The core viewpoint indicates that with subsidies in place for the second half of the year and expectations of policy reductions next year, industry sales are expected to gradually recover [1] - Recent intensive new car releases by manufacturers signal a new product cycle for the sector [1] - The L2+ intelligent driving national standard is urgently needed, and the upcoming World Artificial Intelligence Conference is expected to accelerate the process of intelligence [1] Group 2 - In the commercial vehicle sector, domestic demand recovery and improved overseas exports, particularly non-Russian markets, are driving leading companies' performance beyond expectations [1] - Heavy truck sales in June increased by 37% year-on-year, while large and medium-sized bus exports rose by 30% year-on-year, with subsidy policies expected to further boost Q3 demand [1] - The current industry valuation possesses defensive attributes, with a focus on opportunities arising from the restructuring of the industrial chain driven by intelligence [1] Group 3 - The New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which is compiled by China Securities Index Co., Ltd., selecting listed companies involved in new energy vehicles, core components, and related services [1] - The index reflects the overall performance of the new energy vehicle industry chain and is periodically adjusted to maintain synchronization with industry technological developments and market changes [1] - Investors without stock accounts can consider the Guotai CSI New Energy Vehicle ETF Connect A (009067) and Connect C (009068) [1]