As of 09:44 on October 21, 2024, the consumer electronics ETF (561600) rose 2.85%, the latest price was 0.83 yuan, and the intraday turnover has reached 7.9852 million yuan, temporarily ranking 1/5 of comparable ETFs, with a turnover rate of 5.76%. The CSI Consumer Electronics Index (931494) rose 2.94%, Tongfang (600100) rose 8.90%, SMIC (688981) rose 8.11%, Goodix Technology (603160) rose 6.47%, Zhuosheng Micro (300782), VeriSilicon (688521) and other stocks followed suit.

In the long run, as of October 18, 2024, consumer electronics ETFs have risen by 7.04% in the past 1 week. In terms of scale, the latest scale of consumer electronics ETFs reached 136 million yuan, a new high in the past one year. In terms of shares, the share of consumer electronics ETFs has increased by 4.00 million shares in the past 1 week, achieving significant growth, and the new shares rank first among comparable funds. In terms of capital inflow, consumer electronics ETFs have attracted a total of 15.4102 million yuan in the past 9 trading days.

A few days ago, the National Data Bureau solicited opinions from the public on the "Action Plan for the Development of Trusted Data Space (2024-2028)". It proposes that by 2028, breakthroughs will be made in the standard system, technical system, ecological system, and security system of trusted data space, and more than 100 trusted data spaces will be built.

Kaiyuan Securities pointed out that benefiting from the launch of the national package of policies, the electronics sector rose first, as of 2024/10/14~2024/10/18, the electronics industry index rose 9.65%. In terms of industry performance, the rise and fall of the electronics industry ranks second in the whole industry, second only to computers. From the perspective of the electronic sub-sector index, the electronic sub-sectors are on the rise this week. After the National Day, the superimposed "trade-in" policy subsidies during the Golden Week, as well as the intensive release of Android flagship phones in the fourth quarter, are expected to stimulate the growth of the consumer electronics market, thereby accelerating the performance recovery of consumer electronics companies.

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).