As of 13:29, the CSI Consumer Electronic Theme Index (931494) rose by 1.15%; among the weighted stocks, Luxshare Precision rose by 1.57%, Cambricon fell by 1.21%, Industrial Fulian fell by 0.35%, SMIC fell by 0.83%, Zhaoyi Innovation rose by 0.24%, BOE hit the daily limit, Lanqi Technology rose by 7.75%, Dongshan Precision fell by 3.91%, Huagong Technology fell by 1.48%, and OmniVision Technologies rose by 3.92%. The index has increased by 109.99% over the past year.
The consumer electronics ETF E Fund (562950) tracks the CSI Consumer Electronic Theme Index and has recently attracted significant capital attention, raising over 370 million in the past five days.
In terms of news, on the evening of May 20, BOE disclosed that it had signed a memorandum of cooperation with Corning, focusing on key areas such as glass-based packaging substrates, foldable glass, perovskite glass substrates, and optical interconnect applications. The memorandum is valid for three years.
In the semiconductor field, glass substrates can replace traditional silicon interposers, ABF substrates, and optical waveguides. Glass substrates are a key carrier in the &#34;AI computing power era + advanced packaging,&#34; and many leading companies are actively laying out in this field.
Western Securities pointed out that AI large models and trillion-parameter training chips have higher requirements for signal integrity, heat dissipation, and bandwidth, and semiconductor packaging technology is transitioning from the &#34;silicon-based era&#34; to the &#34;glass-based era.&#34; Currently, the glass substrate industry is a high-quality track interwoven with the dual logic of &#34;technological generational switching&#34; and &#34;supply chain autonomy and controllability&#34; in the semiconductor materials field.
The CSI Consumer Electronic Theme Index has a high semiconductor content, with Wind data showing that the semiconductor weight accounts for 44.2%, making it the largest weighted stock, followed by consumer electronics at 24.9%, components at 16.4%, batteries at 5.4%, and optical optoelectronics at 5.3%.
The CSI Consumer Electronic Theme Index focuses on the core links of the consumer electronics industry chain, covering sub-sectors such as electronic manufacturing, semiconductors, optical optoelectronics, and smart hardware, and comprehensively lays out cutting-edge technology directions such as AI hardware, the Internet of Things, and smart terminals. The index constituents include leading enterprises across the entire consumer electronics industry chain, covering diverse scenarios such as smartphones, AI hardware, wearable devices, and smart home, effectively diversifying the volatility risk of individual stocks or industries.
Related products:
Consumer Electronics ETF E Fund (562950)
E Fund CSI Consumer Electronic Theme Connection A (018896)
E Fund CSI Consumer Electronic Theme Connection C (018897)

000725

200725

00710

562950

BOE signed a memorandum of cooperation with Corning, focusing on areas such as glass-based packaging substrates, with a cooperation period of three years. The consumer electronic ETF E Fund (562950) has attracted over 370 million in the past 5 days, tracking the CSI Consumer Electronic Theme Index, which rose by 1.15% and has an annual increase of 109.99%. The semiconductor field is undergoing a transition from the "silicon-based era" to the "glass-based era," with glass substrates becoming a key material

同壁财经

Corning

BOE VARITRONIX

E Fund CSI Consumer Electronic Theme ETF

LUXSHARE-ICT

Cambricon

SMIC

GIGADEVICE

Montage Technology

DSBJ

HGTECH

OmniVision Group

Western Securities

SMIC HK SDR 5to1

MONTAGE TECH

OMNIVISION

BOE partners with Corning, AI computing power explosion drives demand for glass substrates; E Fund (562950) with high "chip" content in consumer electronics ETF has raised over 370 million in the past 5 days, with the underlying index rising over 1% during the session