新能源车板块午后领涨，新能源车ETF（159806）涨超3%，机构表示关注固态电池机遇

Group 1 - The core viewpoint is that high requirements for battery products support premium pricing, enabling battery manufacturers to tap into high-margin incremental markets such as eVTOL, robotics, and smart wearables, which have significant technical barriers and high added value [1] - Semi-solid state batteries are an effective way to enter these incremental markets, allowing for early accumulation of market and customer resources, while high-end application scenarios are less price-sensitive, enabling manufacturers to transfer costs of upgrading electrolyte/electrode materials and achieve significant product premiums, thus structurally enhancing profit margins [1] - The ramp-up of semi-solid state batteries will accelerate the maturity of the solid-state battery supply chain, as they provide a platform for large-scale validation of core material upgrades, including ultra-high nickel cathodes, manganese-based cathodes, silicon-carbon anodes, and lithium metal anodes, which can be iteratively upgraded in both semi-solid and solid-state battery systems [1] Group 2 - The New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which is compiled by China Securities Index Co., Ltd., focusing on A-share listed companies in the new energy vehicle industry chain, covering key areas such as lithium batteries, motors, electronic controls, and vehicle manufacturing, reflecting the overall performance of the new energy vehicle industry [2] - The industry allocation is highly concentrated in the new energy vehicle-related manufacturing sector, with an overall growth-oriented style [2]