关联产品： 智能网联汽车ETF（159872），联接基金（A类 021080，C类 021081，I类 022885） 关联个股： 截至06月17日10:01，智能网联汽车ETF(159872.SZ)上涨0.00%，其关联指数CS车联网(930725.CSI)上涨 0.15%；主要成分股中，上汽集团上涨0.63%，万马科技上涨5.39%，千方科技上涨1.36%，移远通信上 涨0.73%，大华股份上涨0.45%。 消息面上，交易商协会于6月16日召开银行间市场支持汽车企业高质量发展座谈会，中国一汽、上汽集 团等9家车企代表参会，探讨行业竞争下的融资需求及优化建议。协会表示将强化债券市场制度创新， 支持车企向智能化、绿色化转型。部分成分股如万马科技、千方科技等涨幅或受此政策预期提振。 券商研究方面，申万宏源指出VLA模型通过整合视觉、语言和行动模块，显著提升了自动驾驶性能， 其平均无接管里程可达50-100公里，远优于传统方案的1-10公里，但该技术对车端芯片算力需求大幅提 升，例如理想汽车在OrinX上部署的VLA模型参数规模达4B，凸显智能网联汽车产业链中算力硬件的核 心地位；中信建投则关注海格通信在智能交通 ...

Group 1 - The smart connected vehicle ETF (159872.SZ) increased by 0.11%, with its associated index CS Vehicle Networking (930725.CSI) rising by 0.17% [1] - Key component stocks such as Junsheng Electronics rose by 6.40%, OFILM by 1.84%, Beidou Star by 2.36%, Haon Electric by 10.38%, and Huayu Automotive by 0.76% [1] - NVIDIA's CEO Jensen Huang announced the application of AI models in autonomous vehicles, collaborating with Mercedes to launch an end-to-end autonomous fleet expected to be realized within the year [1] Group 2 - The Ministry of Industry and Information Technology is soliciting opinions on the technical requirements and testing methods for light vehicle automatic emergency braking systems, with the AEBS standard transitioning from recommended to mandatory [1] - This regulatory change is driving up the stock prices of related companies such as Wan'an Technology and Haon Electric, indicating a boost in industry sentiment due to both technological upgrades and mandatory policy requirements [1] - Northeast Securities highlighted the evolution of technology in the smart driving sector, emphasizing the importance of communication technologies like CAN bus and EtherCAT as core components of automotive electronic architecture [2] Group 3 - Guosen Securities noted a 7% year-on-year revenue growth and a 14% increase in net profit for the automotive parts sector in Q1 2025, reflecting the industry's resilience in profitability driven by scale effects and cost optimization [2] - This performance aligns with the strong showing of automotive electronic companies such as Junsheng Electronics and Haon Electric within the CS Vehicle Networking index [2] - Both research institutions pointed to structural opportunities in the smart connected vehicle industry chain driven by technological upgrades and profit recovery [2]