As of 09:31 on October 18, 2024, the consumer electronics ETF (561600) rose 1.61%, and the latest price was 0.76 yuan, and the intraday trading volume widened rapidly. The CSI Consumer Electronics Theme Index (931494) rose 1.08%, the constituent stocks Lixun Precision (002475) rose 3.12%, Xingsen Technology (002436) rose 2.99%, Industrial Fortune Union (601138) rose 2.61%, Huagong Technology (000988), Dongshan Precision (002384) and other stocks followed suit.

AI Artificial Intelligence ETF (512930) is long and short, the latest price is 1.18 yuan, and the intraday turnover has reached 2.1819 million yuan. The CSI Artificial Intelligence Thematic Index (930713) rose 0.15%, while Accelink (002281) rose 4.79%, Roborock (688169) rose 3.97%, Zhongji InnoLight (300308) rose 2.64%, Runze Technology (300442) rose 1.62%, and Xinyisheng (300502) rose 1.59%.

In terms of scale, the scale of consumer electronics ETFs has increased by 7.079 million yuan in the past week, achieving significant growth, and the new scale ranks 1/7 of comparable funds. In terms of shares, the share of consumer electronics ETFs has increased by 11 million shares in the past 1 week, achieving significant growth, and the new shares rank 1/7 of comparable funds. In terms of capital inflow, consumer electronics ETFs have had a net inflow of funds for 3 days in the past 5 trading days, with a total of 11.6021 million yuan and an average daily net inflow of 2.3204 million yuan.

The data shows that leveraged funds continue to be deployed. Since the beginning of this month, the net purchase amount of AI artificial intelligence ETF has reached 1.0919 million yuan, and the latest financing balance has reached 24.3173 million yuan.

The

smartphone industry's "Flagship of the Year" has kicked off. In addition to Huawei, leading mobile phone brands such as vivo, OPPO, and Honor all released new flagship mobile phones in October. It is understood that Huawei's Mate70 series smartphones have entered the stage of full mass production and are expected to be officially launched in November this year.

According to IDC data, in the first half of 2024, Huawei once again ranked first in China's smartphone market with a market share of 17.5%, of which mobile phone shipments in the first and second quarters increased by 110.0% and 50.2% year-on-year, respectively, leading the industry in terms of growth rate. Kaiyuan Securities said that with the stability of the supply chain and R&D breakthroughs, Huawei's mobile phone shipments are expected to reach 80 million to 90 million units by 2025.

Zhongtai Securities pointed out that innovation drives the recovery of the consumer electronics cycle, and AI relays the growth of the industry. The consumer electronics cycle is mainly driven by innovation, in the current traditional PC, mobile phone have entered the stock market background, AI technology continues to mature, related applications are gradually landed, major manufacturers at home and abroad began to launch AI mobile phones, AIPC to lead the trend of replacement. According to Wind, global smartphone shipments in 2024Q2 will be 285 million units, +8% year-on-year; The global PC market in 2024Q1-Q2 global PC shipments were 59.8 million units and 64.9 million units, respectively, and the year-on-year growth rate has returned to positive. The consumer electronics industry is expected to usher in a new round of recovery cycle.

The investment opportunities of related products such as AI Artificial Intelligence ETF (512930), online consumer ETF Ping An (159793) and Consumer Electronics ETF (561600) have attracted much attention.

The AI Artificial Intelligence ETF closely tracks the CSI Artificial Intelligence Thematic Index, which selects 50 listed companies whose business involves providing basic resources, technology and application support for artificial intelligence as the index sample to reflect the overall performance of the securities of listed companies with artificial intelligence themes.

According to the data, as of September 30, 2024, the top 10 weighted stocks of the CSI Artificial Intelligence Theme Index (930713) are Zhongji InnoLight (300308), Hikvision (002415), Xin Yisheng (300502), Weir shares (603501), iFLYTEK (002230), Sugon (603019), Kingsoft Office (688111), Montage Technology (688008), Cambrian (688256), Unisplendour (000938), the top ten weighted stocks accounted for 53.34%.

The CSI Shanghai-Hong Kong-Shenzhen Online Consumption Index selects 50 securities of listed companies whose main business involves online shopping, digital entertainment, online education and telemedicine in the Mainland and Hong Kong markets as the index sample to reflect the overall performance of the securities of listed companies with online consumption themes in the mainland and Hong Kong markets.

According to the data, as of September 30, 2024, the top ten weighted stocks of the CSI Shanghai-Hong Kong-Shenzhen Online Consumer Theme Index (931481) are Meituan-W (03690), Tencent Holdings (00700), Kuaishou-W (01024), iFLYTEK (002230), Bilibili-W (09626), JD Health (06618), Ali Health (00241), Sanqi Mutual Entertainment (002555), Kunlun Wanwei (300418), Kaiying Network (002517), the top ten weighted stocks accounted for 55.05% of the total.

The

Consumer Electronics ETF closely tracks the CSI Consumer Electronics Thematic Index, which selects 50 securities of listed companies related to consumer electronics whose business involves component production, complete machine brand design and production, etc., as the index sample to reflect the overall performance of the securities of listed companies with a consumer electronics theme.

According to the data, as of September 30, 2024, the top 10 weighted stocks in the CSI Consumer Electronics Theme Index (931494) are Luxshare Precision (002475), BOE A (000725), SMIC (688981), Fortune Federation of Industry (601138), Weir (603501), Montage Technology (688008), Cambrian (688256), EVE Lithium Energy (300014), GigaDevice (603986), Goertek shares (002241), the top ten weighted stocks accounted for 51.56% of the total.

Related Products:

AI Artificial Intelligence ETF (512930);

Online Consumer ETF Ping An (159793);

Consumer Electronics ETF (561600), OTC Feeder (Class A:015894; Category C: 015895).