智能汽车ETF（159889）涨超2.0%，行业数据与技术合作提振市场预期

Core Insights - The automotive industry in July experienced a year-on-year sales growth of 14.7%, with new energy vehicle (NEV) sales reaching 1.262 million units, representing a 27.4% increase and accounting for 48.7% of total automotive sales [1] - Exports saw a significant year-on-year increase of 120% [1] - The industry is accelerating its smart technology integration, exemplified by the expanded collaboration between Xiaopeng Motors and Volkswagen Group to develop an integrated electronic and electrical architecture for various vehicle types [1] - Domestic policies continue to support the development of intelligent connected vehicles, with new operational licenses for smart connected vehicles being issued in Shanghai and Tesla's smart assisted driving plan set to launch within the year [1] - Among automakers, companies like BAIC Blue Valley and Geely Motors reported significant growth in NEV sales, with Geely's NEV penetration rate surpassing 51.5% [1] - The overall industry maintains a positive outlook with an "overweight" rating [1] Industry Overview - The Smart Car ETF (159889) tracks the CS Smart Car Index (930721), which focuses on the smart automotive sector by selecting listed companies involved in smart driving, vehicle networking, and related technologies from various industries [1] - The index aims to reflect the overall performance of technological innovation and industrial upgrades within the smart automotive field, showcasing significant technological attributes and growth characteristics [1]