新能源车ETF（159806）跌超5%，锂电需求与钠电替代引关注，把握回调布局机会

Core Viewpoint - The recent significant increase in lithium carbonate prices has raised market concerns, particularly with predictions of potential price surges due to rising demand for lithium batteries and the emergence of sodium-ion batteries as a viable alternative [1]. Group 1: Lithium Market Dynamics - Lithium carbonate prices have surged over 30% since October 9, prompting attention from market analysts [1]. - The chairman of Ganfeng Lithium predicts that if lithium carbonate demand grows over 30% by 2026, prices could exceed 150,000 yuan/ton or even reach 200,000 yuan/ton [1]. Group 2: Sodium-Ion Battery Development - The sodium-ion battery industry has completed its initial phase, with expectations for significant expansion driven by rising lithium material prices and leading companies advancing sodium battery initiatives [1]. - Sodium batteries are expected to have competitive advantages in energy storage, two-wheeled vehicles, and A0-class passenger cars, positioning them as effective supplements to lithium batteries [1]. - CATL has launched its sodium-ion battery brand "Sodium New," achieving an energy density of 175 Wh/kg, while companies like Contemporary Amperex Technology Co. are accelerating production capacity for sodium battery cathode materials [1]. Group 3: New Energy Vehicle ETF Overview - The New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which selects listed companies involved in lithium batteries, intelligent driving technology, and new energy vehicle manufacturing from the Shanghai and Shenzhen markets [1]. - The index comprehensively covers the entire new energy vehicle industry chain, including upstream materials, midstream components, and downstream applications, focusing on green energy and advanced manufacturing sectors [1].