新能源车ETF（159806）涨超2.4%，新能源车事件催化不断

Group 1 - The core viewpoint of the article highlights the recent positive performance of the new energy vehicle (NEV) sector, as evidenced by the NEV ETF (159806) rising over 2.4% on August 11 [1] - LG Energy has signed a significant contract for LFP battery supply worth approximately 30.9 billion RMB, indicating strong demand for lithium iron phosphate batteries [1] - BASF and CATL are deepening their collaboration on cathode materials, which is expected to drive technological upgrades in the industry [1] Group 2 - The energy storage sector is experiencing growth due to the extension of tariff exemptions in the U.S., which is stimulating order increases, alongside supportive policies in Eastern Europe that are reviving household storage [1] - The production of lithium iron phosphate materials is anticipated to continue increasing [1] - Sodium batteries are accelerating penetration in the start-stop power supply and two-wheeler markets [1] Group 3 - The NEV ETF (159806) tracks the CS New Energy Vehicle Index (399976), which selects listed companies involved in the upstream materials, midstream components, and downstream vehicles of the NEV industry to reflect the overall performance of related enterprises [1] - Investors without stock accounts can consider the Guotai Zhongzheng New Energy Vehicle ETF Connect C (009068) and A (009067) [1]