智能汽车ETF（159889）调整超3%，基本面看9月车市保持增长，回调或可布局

Core Insights - The automotive market in September showed growth, with a stable pricing system, as the retail market size for narrow passenger cars is estimated at approximately 2.15 million units, representing a year-on-year increase of 2.0% and a month-on-month increase of 6.5% [1] - The retail sales of new energy vehicles are expected to reach 1.25 million units, with a penetration rate of about 58.1% [1] - Intelligent driving capabilities are becoming a crucial competitive factor for automakers, with advancements in technology, user acceptance, and business models reaching a turning point [1] Industry Trends - The adoption of Full Self-Driving (FSD) technology by Tesla is showing a significant increase, while domestic new forces in the automotive sector are accelerating the implementation of urban assisted driving [1] - The core theme of equal access to intelligent driving is emerging, with companies like Xiaopeng and Huawei continuously iterating and promoting intelligent driving technologies [1] - By 2025, advancements in intelligent driving technology are expected to lower hardware costs, making intelligent driving applications accessible in the mainstream market priced under 200,000 yuan, providing a differentiation advantage over joint venture brands [1] Investment Insights - The Intelligent Automotive ETF (159889) tracks the CS Intelligent Automotive Index (930721), which selects listed companies involved in intelligent driving and vehicle networking from the A-share market [1] - This index covers the entire industry chain from hardware to software, reflecting the overall performance of representative companies in the intelligent automotive sector [1] - The index exhibits significant characteristics of technological innovation, providing a comprehensive view of the market trends for listed companies related to intelligent automobiles [1]