As of 10:20 on April 15, 2025, the CSI Artificial Intelligence Theme Index (930713) fell by 1.34%. In terms of constituent stocks, Runze Technology (300442) led by 0.85%, Topway Information (002261) rose 0.46%, and EZVIZ Network (688475) rose 0.20%; Fudan Microelectronics (688385) led the decline by 4.92%, Weir shares (603501) fell 3.05%, and China Software (600536) fell 2.92%.

AI Artificial Intelligence ETF (512930) fell 1.42%, with the latest price at 1.25 yuan. In the long run, as of April 14, 2025, the AI artificial intelligence ETF has risen by 6.01% in the past 1 week, ranking 1/3 of comparable funds.

In terms of liquidity, the AI artificial intelligence ETF changed hands by 1.83% intraday, with a turnover of 33.2948 million yuan. In the long run, as of April 14, the average trading volume of AI artificial intelligence ETF in the past one week was 140 million yuan.

In terms of scale, the latest scale of AI artificial intelligence ETF reached 1.84 billion yuan.

In terms of shares, the shares of AI artificial intelligence ETF have increased by 11 million shares in the past two weeks, achieving significant growth, and the new shares rank 1/3 of comparable funds.

In terms of fund inflow, the latest net inflow of AI artificial intelligence ETF was 12.7534 million yuan. In the long run, there have been 7 net inflows of funds in the past 9 trading days, with a total of 38.0455 million yuan of "gold absorption", and an average daily net inflow of 4.2273 million yuan.

As of 10:20 on April 15, 2025, the CSI Consumer Electronics Theme Index (931494) fell by 1.71%. In terms of constituent stocks, Dangsheng Technology (300073) led the rise by 2.05%, Shunluo Electronics (002138) rose 1.77%, and Kedali (002850) rose 0.65%; Luxshare Precision (002475) led the decline by 4.10%, Pengding Holdings (002938) fell 3.32%, and Weir shares (603501) fell 3.10%.

Consumer electronics ETF (561600) fell 1.68%, with the latest price of 0.76 yuan. In the long run, as of April 14, 2025, consumer electronics ETFs have risen by 6.74% in the past 1 week, ranking 1/5 of comparable funds.

In terms of liquidity, consumer electronics ETFs changed hands by 5.79% intraday, with a turnover of 10.7227 million yuan. In the long run, as of April 14, the average turnover of consumer electronics ETFs in the past one week was 30.2966 million yuan, ranking among the top 2 comparable funds.

In terms of scale, the latest scale of consumer electronics ETFs reached 187 million yuan, a new high in nearly one year.

In terms of shares, the latest share of consumer electronics ETFs reached 241 million, a new high in the past one year.

In terms of fund inflow, the latest net inflow of consumer electronics ETF was 20.3718 million yuan. Looking at the long term, in the past 5 trading days, a total of 15.66 million yuan has been "absorbed".

As of 10:20 on April 15, 2025, the CSI Shanghai-Hong Kong-Shenzhen Online Consumer Theme Index (931481) fell by 0.02%. In terms of constituent stocks, it was mixed, led by MINISO (09896) up 3.67%, Yao Ji Technology (002605) up 3.60%, and Sun Art Retail (06808) up 3.16%; JD Health (06618) led the decline by 2.52%, Kuaishou-W (01024) fell 1.99%, and Bilibili-W (09626) fell 1.73%. Online Consumer ETF Fund (159793) rose 0.23% to last trade at $0.87.

In the long run, as of April 14, 2025, online consumer ETF funds have risen by 3.98% in the past week.

In terms of liquidity, the online consumer ETF fund changed hands by 3.06% intraday, with a turnover of 1.0542 million yuan. In the long run, as of April 14, the average trading volume of online consumer ETF funds in the past one week was 1.9247 million yuan.

On the news side, the Artificial Intelligence Standardization Technical Committee of the Ministry of Industry and Information Technology is now openly soliciting proposals for the establishment of artificial intelligence-related standards from the public.

The

artificial intelligence standard project proposal solicited this time aims to accelerate the improvement of the artificial intelligence standard system and meet the new demand for artificial intelligence standardization for the rapid iteration of artificial intelligence technology and the high-quality development of the industry, and will focus on the five directions proposed in the guide, focusing on the proposed standards to be formulated in 2025. In addition, according to media reports, two people familiar with the matter revealed that ByteDance is planning to launch its own AI smart glasses. According to one of the people familiar with the matter, ByteDance is expected to provide AI functions similar to the self-developed model bean bag in its smart glasses.

Zhongtai Securities believes that AI glasses are in a stage of rapid growth, with the acceleration of multi-vendor entry, rich product matrix, diversified price bands, model carrying and AI function upgrade progress, the future with the model upgrade and integration and the expansion of user function requirements, the multi-modal demand for AI glasses is expected to accelerate growth, and gradually become a multi-scenario universal AI all-round assistant. The trend of the AI glasses industry is clear, and the new product release in 2025 will continue to catalyze, so it is recommended to pay attention to the layout of the industrial chain related to AI glasses.

Guosen Securities believes that we are still firmly optimistic about the "valuation expansion" market of the electronics sector in 2025 under the resonance of "macro policy cycle, industrial inventory cycle, and AI innovation cycle".

The investment opportunities of related products AI Artificial Intelligence ETF (512930), Consumer Electronics ETF (561600) and Online Consumer ETF Fund (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 March 31, 2025, the top ten weighted stocks of the CSI Artificial Intelligence Theme Index (930713) are Cambrian (688256), Hikvision (002415), Weir (603501), Sugon (603019), Montage Technology (688008), Zhongji InnoLight (300308), iFLYTEK (002230), Xin Yisheng (300502), Kingsoft Office (688111), and Unisplendour ( 000938), the top 10 weighted stocks accounted for 49.82% of the total.

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 index samples 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 March 31, 2025, the top ten 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), Bilibili-W (09626), JD Health (06618), Kingsoft (03888), Guangguang Media (300251), Kunlun Wanwei (300418), the top ten weighted stocks accounted for 57.55%.

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 March 31, 2025, the top 10 weighted stocks of the CSI Consumer Electronics Theme Index (931494) are Luxshare Precision (002475), SMIC (688981), BOE A (000725), Cambrian (688256), Weir (603501), Montage Technology (688008), Industrial Fortune Union (601138), GigaDevice (603986), Goertek (002241), EVE Lithium Energy (300014), the top ten weighted stocks accounted for 53.05% of the total.

Related Products:

AI Artificial Intelligence ETF (512930);

Online Consumer ETF Fund (159793);

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