特斯拉电动车销售创季度历史记录，新能源车ETF（159806）盘中涨超1.2%

Core Insights - Tesla's electric vehicle sales have reached a quarterly historical record, with expectations for steady growth driven by upcoming model updates and new vehicle launches [1] - Strong overseas demand for energy storage is leading to a continuous increase in Tesla's installation capacity, supported by expanded production capacity that boosts supply chain demand [1] - As a comprehensive enterprise in the global electric vehicle and energy storage sectors, Tesla's expanding demand will benefit core domestic suppliers, enhancing their shipment volumes and profitability [1] Industry Analysis - The AIDC (Automated Identification and Data Capture) industry is experiencing high synergy in both domestic and international markets, with the entire AIDC supply chain set to benefit [1] - SST (Solid State Transformer) is highlighted as a potential end solution in NVIDIA's 800VDC white paper, showing strong growth expectations and positioning in the North American market for power equipment or energy storage companies, which have high safety margins and growth potential [1] Investment Vehicle Overview - The New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which selects listed companies involved in key areas such as lithium batteries, motors, electronic controls, and vehicle manufacturing from the Shanghai and Shenzhen markets [1] - The CS New Energy Vehicle Index aims to comprehensively reflect the overall performance of listed companies related to the new energy vehicle industry chain, with a broad coverage of constituent stocks and a significant concentration in the new energy vehicle manufacturing sector, characterized by notable growth potential [1]