新能源车ETF（159806）涨超1.0%，行业景气度与价格传导受关注

Group 1 - The core viewpoint is that the new energy vehicle (NEV) industry chain is experiencing sustained improvement, with demand for lithium batteries driving price increases, as evidenced by Deja Energy raising product prices by 15% [1] - CATL's Hungarian factory, with an annual capacity of 40GWh, has been fully booked by customers and is set to begin production in early 2026, establishing a "tripod" business structure in Europe alongside its facilities in Germany and Spain [1] - The solid-state battery industry is accelerating, with Weilan New Energy initiating its IPO process and QuantumScape completing the installation of key equipment for its QSE-5 solid-state battery, which boasts a high energy density of 844Wh/L [1] Group 2 - Prices for upstream materials such as lithium carbonate and ternary materials are rising across the board, indicating a strengthening of pricing power in the midstream and upstream sectors [1] - Analysts believe a new upward cycle in the NEV industry has begun, but there is a need to monitor the balance between technological advancements and cost control [1] - The New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which focuses on the NEV industry chain, including upstream materials, midstream components, and downstream vehicle manufacturing [1]