As of 13:05, the CSI Consumer Electronic Theme Index (931494) rose by 3.74%; among the weighted stocks, Luxshare Precision rose by 1.81%, Cambricon rose by 1.49%, Industrial Fulian rose by 3.86%, SMIC rose by 2.44%, Zhaoyi Innovation rose by 4.25%, BOE A rose by 2.54%, Lattice Semiconductor rose by 5.1%, Dongshan Precision rose by 2.98%, Huagong Technology rose by 2.6%, and OmniVision Technologies rose by 1.24%; the index has increased by 107.23% in the past year.
The Consumer Electronic ETF E Fund (562950) continues to attract capital inflows. As of the previous trading day, the fund has raised nearly 200 million in the past 10 days.
In terms of liquidity, as of the previous trading day, the fund's average daily trading volume over the past month was 248 million, ranking first in its category, with active trading and strong liquidity, capable of meeting investors' large transaction needs.
At the end of May, PCB leader Kinwong announced another price increase notice, stating that it would raise the prices of its board materials and PP products starting immediately, with a 10% increase across the entire series of board materials (all thicknesses) and a 20% increase for PP products, marking the fourth price increase this year.
Goldman Sachs research data shows that in April, the price of high-end PCBs for AI globally rose significantly by 40% compared to March, far exceeding the historical monthly increase record.
Guojin Securities believes that strong demand for AI is driving both price and volume increases in PCBs. Currently, many AI-PCB companies have strong orders, are operating at full capacity, and are actively expanding production, with high growth in performance expected to continue. The demand for AI copper-clad laminates is also strong, and due to slow overseas expansion, leading manufacturers of copper-clad laminates in mainland China are expected to benefit significantly. Overall, there is optimism about AI copper-clad laminates/PCBs, core computing hardware, semiconductor equipment, and the Apple supply chain.
The management fee rate for the Consumer Electronic ETF E Fund (562950) is 0.15%, the custody fee rate is 0.05%, and the comprehensive fee rate is 0.2%, which can effectively reduce cost expenditures for investors.
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, with a comprehensive layout in cutting-edge technology directions such as AI hardware, the Internet of Things, and smart terminals. The index constituents include leading companies across the entire consumer electronics industry chain, covering diverse scenarios such as smartphones, AI hardware, wearable devices, and smart homes, effectively diversifying the volatility risk of individual stocks or industries.
Related products:
Consumer Electronic ETF E Fund (562950)
E Fund CSI Consumer Electronic Theme Link A (018896)
E Fund CSI Consumer Electronic Theme Link C (018897)

562950

Driven by strong demand for AI, global high-end PCB prices surged 40% month-on-month in April, boosting the consumer electronics sector. The CSI Consumer Electronic Theme Index has risen 3.74% in the past 10 days, and the related ETF E Fund (562950) has attracted significant capital, with a net inflow of nearly 200 million yuan in the past 10 days. Institutions are optimistic about the prospects of sub-sectors such as AI copper-clad laminates and core computing hardware

同壁财经

E Fund CSI Consumer Electronic Theme ETF

LUXSHARE-ICT

Cambricon

SMIC

GIGADEVICE

Montage Technology

DSBJ

HGTECH

OmniVision Group

KB LAMINATES

Goldman Sachs

SINOLINK SECURITIES

SMIC HK SDR 5to1

MONTAGE TECH

OMNIVISION

GS Hldg R

In April, prices surged by 40% month-on-month, driven by strong demand for AI, leading to a simultaneous increase in both price and volume of PCBs. The consumer electronics ETF E Fund (562950) has garnered nearly 200 million in the past 10 days, with the benchmark index rising by 3.74%