智能汽车ETF（159889）涨超1.0%，新势力交付分化与政策利好共振

Group 1 - The core viewpoint highlights the differentiated delivery performance of new energy vehicle manufacturers in July, with XPeng achieving a year-on-year increase of 229.4% and a month-on-month increase of 6.1%, reaching a record high of 36,717 vehicles delivered [1] - The launch of Li Auto's i8 and Leapmotor's L90 focuses on family user needs, priced between 321,800 to 369,800 yuan and 265,800 to 299,800 yuan respectively, featuring highlights such as VLA driver model and battery swapping technology [1] - The State Council's meeting emphasizes a "de-involution" approach, maintaining stable purchasing rights for new energy vehicles, with financial policies for Tesla Model 3/Y and new energy models continuing [1] Group 2 - In the smart driving sector, a new batch of intelligent connected vehicle demonstration operation licenses was issued in July, indicating a potential turning point for the commercialization of Robotaxi, shifting the industry focus from price competition to technological upgrades [1] - The Smart Car ETF (159889) tracks the CS Smart Car Index (930721), which selects listed companies involved in smart driving and vehicle networking from the Shanghai and Shenzhen markets, reflecting the overall performance of securities related to smart cars [1] - The index includes companies from electronics, automotive, telecommunications, and electrical equipment sectors, showcasing significant smart and technological attributes [1]