新能源车ETF（159806）涨超1.5%，车企盈利能力有望改善

Group 1 - The core viewpoint of the news is that the profitability of electric vehicle (EV) manufacturers is expected to improve, driven by global trends in electrification and smart technology by 2026 [1] - The global electric vehicle industry is projected to see accelerated development in globalization and intelligence, with an expected export volume of 3.03 million units by 2026, representing a year-on-year growth of 34% and an increase in penetration rate to 45% [1] - The demand for upgrading and replacing vehicles is leading to a consumption upgrade, with high-end vehicle markets outperforming economy models, and domestic brands showing significant potential for market share growth [1] Group 2 - The CS New Energy Vehicle Index (399976), which the EV ETF (159806) tracks, includes listed companies across the entire supply chain of the EV industry, reflecting the overall performance of representative enterprises [2] - The index is characterized by significant growth and technological innovation, covering core segments from raw material supply to end product manufacturing, providing investors with effective tools to seize opportunities in the EV sector [2]