The electronics sector recorded a net inflow of 8.8 billion yuan from main funds throughout the trading session today (April 7), ranking second among the 31 primary Shenwan industries in terms of capital attraction. Cambricon Technologies Corporation Limited saw substantial buying interest, with main funds pouring in 2.841 billion yuan, securing the top position on the A-share capital inflow leaderboard.
Among popular ETFs, Huabao E-ETF (515260), which provides exposure to both the Apple supply chain and the semiconductor industry chain, saw its intraday price rise by as much as 1.95%, closing up 1.3%. Notably, the ETF traded at a significant premium, with a closing premium rate of 0.81%, indicating strong buying pressure.
Regarding constituent stocks, Cambricon led the gains with an increase of over 9%. Hqtech, SG Micro, and Shengyi Technology each rose more than 5%, while Inspur Information and SMIC also advanced.
On the Apple supply chain front, Foxconn has begun trial production of a foldable iPhone. Industry insiders suggest that Apple could capture approximately 28% of the market share by 2026, closing in on Samsung's leading position. Huaxi Securities noted that Apple's accelerated entry into the foldable phone market is expected to drive rapid volume growth for these devices and could lead to innovation upgrades across the foldable supply chain.
Within the semiconductor industry chain, global giant Samsung Electronics reported explosive first-quarter results, with operating profit surging more than sevenfold to a record high. The core drivers were a surge in demand for memory chips and rising prices, fueled by the global AI industry boom. In fact, Samsung has implemented another memory chip price hike of 30%. Aijian Securities believes the global memory chip market's upward price cycle could persist into 2026.
Fundamentally, the electronics sector is experiencing a wave of positive earnings reports. As of April 6, 24 constituent stocks of Huabao E-ETF (515260) have released their 2025 annual reports. Among these, 23 companies reported profits, with 21 seeing double-digit year-on-year growth in net profit attributable to shareholders. Cambricon, Shenghong Technology, and TCL Technology reported staggering increases of 555.24%, 273.52%, and 188.78%, respectively.
Guojin Securities pointed out that the electronics industry is currently benefiting from an explosion in AI computing demand. Key drivers include stronger-than-expected capital expenditure from global tech giants, continued price increases for memory chips, and an accelerated pace of domestic substitution for semiconductor materials. The firm recommends focusing on areas with potential for first-quarter earnings surprises, such as AI computing hardware, memory chips and modules, and passive components.
[Embracing Tech Giants, Seizing Development Opportunities] Huabao E-ETF (515260) and its feeder funds (Class A: 012550 / Class C: 012551) passively track the CSI Electronic 50 Index. The ETF is heavily weighted towards the semiconductor and consumer electronics sectors, aggregating exposure to hot industries like AI chips, automotive electronics, 5G, and printed circuit boards (PCB). Its top holdings include Luxshare Precision, Cambricon, Industrial Fulian, and SMIC. Furthermore, the ETF is eligible for margin trading and is included in the Stock Connect program, making it an efficient tool for gaining targeted exposure to the core assets of the electronics sector.
The underlying index of Huabao E-ETF (515260) covers popular technology themes. As of the end of March, the weightings for the Apple, NVIDIA, and Google supply chains were 47.21%, 29.85%, and 24.35%, respectively, deeply linking the ETF to the growth dividends of global tech leaders and positioning it to benefit from their industrial expansion and technological innovation.
A MACD golden cross signal has formed, indicating positive momentum for several stocks.
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