《节能与新能源汽车技术路线图3.0》发布，长期指引下新能车有望迎来景气估值双升，新能车ETF(515700)回调蓄势配置价值凸显

Group 1 - The "Energy-saving and New Energy Vehicle Technology Roadmap 3.0" was officially released, outlining six major goals for China's automotive industry by 2040, including a 60% reduction in carbon emissions from peak levels by 2040 [1] - The roadmap emphasizes the development of a traffic system centered on intelligent connected new energy vehicles, aiming for "zero accidents, zero casualties, and high efficiency" [1] - It targets an 80% penetration rate for new energy vehicles, accelerating the full electrification of the automotive industry [1] Group 2 - The new energy vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, with significant weightings in batteries (52.6%), energy metals (13.3%), complete vehicles (9.2%), and automation equipment (8.3%) [2] - As of September 30, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index include CATL, Huichuan Technology, BYD, and others, collectively accounting for 54.61% of the index [2] - The new energy vehicle ETF and its related funds are positioned to reflect the overall performance of leading companies in the new energy vehicle sector [2]