汽车ETF（516110）盘中涨超1.1%，行业中长期发展动能仍足

Group 1 - The core viewpoint is that the growth of the new energy vehicle (NEV) industry is expected to continue due to the maturity of solid-state batteries and the increase in quality vehicle supply, along with policies promoting vehicle trade-ins and the intelligent transformation of electric vehicles [1] - The demand from downstream sectors is rising, and the stabilization of prices in the industrial chain is likely to enhance the profitability of midstream companies, particularly those with alpha advantages, which will exhibit greater earnings elasticity [1] - The NEV industry is in a rapid growth phase, with the introduction of high-quality new models, improved performance, and reduced costs leading to better cost-performance ratios, further energized by the introduction of new materials and technologies such as fast charging and (semi) solid-state batteries [1] Group 2 - The automotive ETF (516110) tracks the 800 automotive index (H30015), which selects listed companies related to the automotive industry, covering the entire industrial chain from vehicle manufacturing to parts supply, aiming to reflect the overall performance of listed companies in China's automotive sector [1] - The index balances growth and value attributes in its style configuration, demonstrating good industry representation and market influence [1] - Investors without stock accounts can consider the Guotai Zhongzheng 800 Automotive and Parts ETF Initiated Link C (012974) and Link A (012973) [1]