新能源车ETF（159806）涨超1.2%，市场关注政策催化

Group 1 - The core viewpoint indicates that the retail sales of passenger cars in China reached 1.826 million units in July, representing a year-on-year growth of 6.3%, with the penetration rate of new energy vehicles (NEVs) reaching 54.0%, an increase of 2.7 percentage points compared to the same period last year [1] - The new Xiaopeng P7 model achieved over 10,000 pre-orders within 6 minutes of opening, showcasing strong market enthusiasm [1] - The Leado L90, due to its cost-performance advantage, entered the top 3 in weekly sales for large SUVs within three days of its launch, achieving sales that are 1.6 times that of its competitors combined [1] Group 2 - The overall industry trend shows a continuous penetration of new energy vehicles and accelerated expansion of new forces in the market [1] - In the smart connected vehicle sector, Tesla's assisted driving plan is set to be implemented within the year, and a new batch of demonstration operation licenses has been issued in Shanghai, promoting the advancement of intelligent technology [1] - The New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which focuses on the entire supply chain of the new energy vehicle industry, selecting listed companies from upstream materials to downstream applications to reflect the overall performance and development trends of China's new energy vehicle industry [1]