As of 14:27 on February 26, 2025, the CSI Consumer Electronics Theme Index (931494) rose 0.05%, the constituent VeriSilicon (688521) rose 15.81%, Montage Technology (688008) rose 3.21%, Lingyi Intelligent Manufacturing (002600) rose 2.88%, SMIC (688981) rose 2.77%, and Hehui Optoelectronics (688538) rose 2.58%. Consumer electronics ETF (561600) rose 0.11%, the latest price was 0.94 yuan, and the intraday turnover has reached 20.7174 million yuan, temporarily ranking 2/5 of comparable ETFs, with a turnover rate of 11.9%, and the market is actively trading.

The CSI Artificial Intelligence Theme Index (930713) rose 0.52%, the constituent VeriSilicon (688521) rose 15.83%, Guangdian Yuntong (002152) rose 10.00%, Shenzhen Sanda A (000032) rose 7.95%, Sangfor (300454) rose 4.77%, and Jingjiawei (300474) rose 4.62%. AI Artificial Intelligence ETF (512930) rose 0.39%, the latest price was 1.55 yuan, and the intraday turnover has reached 205 million yuan, with a turnover rate of 11.72%, and the market is actively trading.

In terms of fund inflow, the latest net inflow of AI artificial intelligence ETF was 84.7997 million yuan. In the long run, there have been 3 net inflows of funds in the past 5 trading days, with a total of 181 million yuan of "gold absorption", and an average daily net inflow of 36.28 million yuan.

In the long run, as of February 25, 2025, consumer electronics ETFs have risen by 6.86% in the past 1 week. AI artificial intelligence ETF has risen by 6.62% in the past 1 week, ranking 1/3 of comparable funds.

The latest scale of AI artificial intelligence ETF reached 1.755 billion yuan, a new high in the past one year.

In terms of shares, the share of consumer electronics ETFs has increased by 52 million in the past six months, achieving significant growth, and the new shares rank 2/5 of comparable funds. The latest share of AI artificial intelligence ETF reached 1.137 billion shares, a new high in the past 1 year.

From the perspective of net inflow of funds, consumer electronics ETFs have received continuous net inflows in the past three days, with the highest net inflow of 4.6919 million yuan in a single day, with a total of 8.4084 million yuan and an average daily net inflow of 2.8028 million yuan.

According to industry sources, Apple has officially started preparations for the mass production of folding screen iPhone, and at the same time, the selection of its component suppliers has become more and more intense. It has been revealed that Apple has made significant progress in the key technical problem of folding screen smartphones - the problem of display creases, which not only paved the way for the mass production of folding screen iPhones, but also aroused widespread attention in the entire industry.

According to the latest research by Canalys, the global smartphone market grew by 7% in 2024 to 1.22 billion units, rebounding after two consecutive years of decline. In the future, with the further integration of folding screen and AI technology, the mobile phone market will usher in more development opportunities. The competition of major brands in the high-end market will be more intense, and technological innovation and user experience optimization will become the key to winning the market.

The investment opportunities of related products such as AI Artificial Intelligence ETF (512930), Consumer Electronics ETF (561600) and online consumer ETF Ping An (159793) 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 January 27, 2025, the top ten weighted stocks of the CSI Artificial Intelligence Theme Index (930713) are Cambrian (688256), Hikvision (002415), Zhongji Innolight (300308), Sugon (603019), iFLYTEK (002230), Weir (603501), Xinyisheng (300502), Montage Technology (688008), Kingsoft Office (688111), Unisplendour (000938), the top ten weighted stocks accounted for 52.15%.

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 January 28, 2025, the top 10 weighted stocks of the CSI Shanghai-Hong Kong-Shenzhen Online Consumer Theme Index (931481) are Alibaba-W (09988), Tencent Holdings (00700), Meituan-W (03690), Kuaishou-W (01024), iFLYTEK (002230), JD Health (06618), Bilibili-W (09626), Kingsoft (03888), Kunlun Wanwei (300418), Yonghui Supermarket (601933), the top ten weighted stocks accounted for 56.17% 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 January 27, 2025, the top ten weighted stocks of the CSI Consumer Electronics Theme Index (931494) are Luxshare Precision (002475), SMIC (688981), BOE A (000725), Cambrian (688256), Weir (603501), Industrial Fortune Union (601138), GigaDevice (603986), Montage Technology (688008), Goertek (002241), Changdian Technology (600584), the top ten weighted stocks accounted for 53.44% 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).