Group 1 - The China Securities Car Networking Theme Index (930725) experienced a slight decline of 0.12% as of July 15, 2025, with mixed performance among constituent stocks [1] - Leading the gains, Yuanwanggu (002161) surged by 10.03%, while Zhongyuan Haike (002401) and SAIC Motor Corporation (600104) rose by 2.75% and 2.42% respectively [1] - The Intelligent Connected Vehicle ETF (159872) increased by 0.22%, marking its fourth consecutive rise, with the latest price reported at 0.9 yuan [1] Group 2 - CATL's subsidiary, CATL (Shanghai) Intelligent Technology Co., Ltd., signed a strategic cooperation agreement with Nanjing Lingxing Technology Co., Ltd. to advance Robotaxi development based on CATL's Rock Solid chassis platform [1] - The Rock Solid chassis provides a standardized hardware platform and adaptable interfaces for intelligent driving systems, significantly simplifying the entire process from design and development to mass production of Robotaxis [1] - The collaboration will focus on technology integration, joint R&D testing, data sharing, and intelligent upgrades related to the Rock Solid chassis and Robotaxi operational scenarios [1] Group 3 - Southwest Securities reported that from July 1 to July 6, the retail and wholesale penetration rates of new energy vehicles reached 56.7% and 53.6% respectively, surpassing the critical threshold of 50% [2] - In the smart vehicle sector, companies like BYD, Zeekr, and NIO are advancing their technology and responsibility systems [2] - Recommendations include focusing on passenger vehicles with accelerated overseas expansion and significant technological barriers, as well as smart vehicle pioneers that promote technology accessibility [2] Group 4 - The Intelligent Connected Vehicle ETF closely tracks the China Securities Car Networking Theme Index, which includes content and service providers, software providers, hardware providers, and automotive manufacturers to reflect the overall performance of listed companies in the car networking sector [2] - As of June 30, 2025, the top ten weighted stocks in the China Securities Car Networking Theme Index included CATL (300750), SAIC Motor Corporation (600104), Desay SV (002920), Dahua Technology (002236), and others, collectively accounting for 49.25% of the index [2]

Core Viewpoint - The strategic partnership between CATL and T3 Mobility aims to advance the development of Robotaxi services through the integration of electric and intelligent technologies [1] Group 1 - CATL's subsidiary, CATL Intelligent Technology Co., Ltd., has signed a strategic cooperation agreement with T3 Mobility [1] - The collaboration will leverage CATL's Panshi skateboard chassis platform to enhance the Robotaxi business [1] - CATL will provide T3 Mobility with battery swapping and fully controlled electric intelligent technology solutions [1]

Core Insights - CATL's subsidiary, CATL Intelligent Technology, has signed a strategic cooperation agreement with T3 Mobility to advance the development of Robotaxi based on CATL's Rock Solid chassis platform [1] Group 1: Strategic Partnership - The partnership aims to leverage the Rock Solid chassis platform to provide a standardized hardware platform and adaptable interfaces for intelligent driving systems, significantly simplifying the entire process from design and development to mass production of Robotaxis [1] - CATL Intelligent Technology will adapt battery swapping and fully controlled electric intelligent technology solutions for T3 Mobility based on the Rock Solid chassis technology architecture [1] Group 2: Collaborative Efforts - Both companies will engage in technical integration, joint research and testing, data sharing, and intelligent upgrades surrounding the Rock Solid chassis and Robotaxi operational scenarios [1]