On the morning of August 6, the three major A-share indices collectively fluctuated and strengthened, with the Shanghai Composite Index rising 0.05% intraday. Sectors such as machinery equipment and coal led the gains, while building materials and commercial retail lagged. Consumer electronics strengthened, with the Consumer Electronics ETF (159732.SZ) rising 0.35% as of 10:13 AM. Among its constituents, He & Tai surged 6.79%, Anker Innovations rose 4.46%, Shenghong Technology climbed 3.41%, Nanxin Micro increased 3.19%, and Allwinner Technology gained 1.98%.

In terms of news, global smartphone market revenue in Q2 2025 grew 10% year-over-year, surpassing the $100 billion mark for the first time and setting a new Q2 record. In contrast, global smartphone shipments increased by only 3% YoY. Meanwhile, the global average selling price (ASP) in Q2 2025 also hit a Q2 high, rising 7% YoY to nearly $350.

Zheshang Securities noted in a research report that the consumer electronics industry is in an upward trend driven by a recovery cycle and an innovation cycle. Apple, as the leader in consumer electronics terminals, maintains strong competitive advantages and is expected to continue driving industry growth in the new innovation cycle. Terminal sales may exceed expectations, potentially leading to stronger-than-expected demand elasticity for upstream supply chain equipment.

The Consumer Electronics ETF (159732) tracks the China Securities Consumer Electronics Index, primarily investing in 50 A-share listed companies involved in the consumer electronics industry. These companies are mainly distributed in high-profile mainstream sectors such as electronic manufacturing and optoelectronics. Its off-site feeder funds are: Class A (018300) and Class C (018301).