新能源车ETF（159806）飘红，行业景气度获市场关注

Core Insights - The electric vehicle (EV) industry is experiencing sustained growth, with a well-established price transmission mechanism in the lithium battery supply chain, as evidenced by a recent 15% price increase announced by battery manufacturers, indicating strong downstream demand [1] - The expansion into overseas markets has exceeded expectations, with CATL's Hungarian factory, which has an annual capacity of 40GWh, fully booked by customers and set to begin production in early 2026, establishing a "tripartite" layout in Europe to meet local electrification needs [1] - The industrialization of solid-state batteries is accelerating, with Weilan New Energy initiating its IPO process and successfully supplying its hybrid solid-liquid battery technology; QuantumScape, a global leader, has completed the installation of key equipment for its QSE-5 solid-state battery pilot line, which boasts a high energy density of 844Wh/L [1] - The pricing power in the midstream and upstream material segments continues to strengthen, with prices of lithium carbonate and ternary materials rising across the board, improving the supply-demand dynamics in the industry [1] Industry Index - The New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which focuses on the EV supply chain by selecting listed companies from the upstream materials, midstream components, and downstream vehicle manufacturing sectors in the Shanghai and Shenzhen markets, while also covering supportive sectors like information technology [1] - This index is centered on manufacturing as a core allocation direction, comprehensively reflecting the overall performance and development trends of China's new energy vehicle industry, providing investors with a reference indicator for industry dynamics [1]