新能源车ETF（159806）盘中回调超1.8%，锂电需求持续向好，回调或可布局

Core Viewpoint - The demand for lithium batteries continues to improve, with significant increases in long-term contracts and cooperation across the supply chain, positively impacting the export environment due to a consensus reached between China and the U.S. to suspend lithium export controls for one year [1] Industry Summary - The price of lithium salts has risen, leading to an increase in battery cell prices, with lithium carbonate prices rising by 7,200 yuan/ton to 80,600 yuan/ton compared to two weeks ago [1] - Prices for materials such as ternary cathodes and lithium iron phosphate cathodes have also increased in tandem with lithium carbonate [1] Company Summary - The New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which selects 50 listed companies involved in lithium batteries, charging piles, and new energy vehicles from the Shanghai and Shenzhen markets as index samples [1] - The index's component weight is concentrated in three core areas: batteries, passenger vehicles, and energy metals, providing a comprehensive reflection of the overall market performance of the new energy vehicle supply chain [1]