智能汽车ETF（159889）盘中回调超2.7%，市场聚焦AI智驾与L3商用前景，回调或为布局机会

Core Insights - ROBO+ is identified as the strongest industrial trend in the automotive sector, with advanced driving and humanoid robots being the two most important directions for embodied intelligence [1] - The penetration rate of advanced driving is expected to enter a rapid growth phase by 2025, driving significant growth in high-performance chips, lidar, optical devices, and sensor cleaning systems [1] - The cost of lidar is decreasing significantly, making it possible for models priced over 200,000 yuan to be equipped as standard, thereby boosting demand across the industry chain [1] - The reduction in costs for driving systems will accelerate the increase in penetration rates, further enhancing the competitiveness of automakers [1] - The Robotaxi industry is approaching a commercialization inflection point, with ongoing development and scaling of L4 autonomous driving technology [1] - The Smart Car ETF (159889) tracks the CS Smart Car Index (930721), which selects listed companies involved in smart driving and vehicle networking technology applications from the A-share market, covering core aspects of hardware development and software systems [1]