智能汽车ETF（159889）涨超1.2%，行业数据与政策动向解读

Core Insights - The smart car ETF (159889) increased by over 1.2% on January 6, indicating positive market sentiment towards the smart automotive sector [1] - The 2026 vehicle replacement policy will continue with adjustments to subsidies based on vehicle price, favoring mid-to-high-end cars [1] - New energy passenger car subsidies will be 12% of the vehicle price (up to 20,000 yuan), while fuel passenger cars will receive 10% (up to 15,000 yuan) [1] - The delivery data for December showed significant year-on-year growth for new energy vehicle companies, with Leap Motor, NIO, and Xiaomi increasing by 42%, 54.6%, and over 50,000 units respectively [1] - The solid-state battery national standard draft has been released, promoting standardized development in the industry [1] Industry Summary - The smart car ETF tracks the CS Smart Car Index (930721), which selects listed companies involved in smart driving and vehicle networking from the A-share market [1] - The index components are primarily distributed across the automotive parts and information technology sectors, aiming to reflect the overall performance of listed companies related to smart cars [1] - The automotive sector is expected to see accelerated developments in intelligent driving and robotics, potentially restructuring valuations [1] - The auto parts sector is rapidly globalizing, and there is significant potential for two-wheeled vehicles to expand internationally [1]