On December 23, the Electronic ETF (515260) showed steady performance during intraday trading, with gains peaking at 1.23% and currently up 0.77%.
Among its constituent stocks, NAURA Technology Group, Foxconn Industrial Internet, and Shenzhen Fastprint Circuit Tech stood out, rising 4.72%, 4.11%, and 3.64%, respectively. On the other hand, Lingyi iTech, Maxscend Microelectronics, and Transsion Holdings underperformed, declining 4.64%, 2.44%, and 2.39%, respectively.
In market news, Moore Threads announced multiple breakthroughs in domestic GPU key technologies at its first developer conference, achieving milestones in both 10,000-card training and inference. Meanwhile, the National Integrated Circuit Industry Investment Fund (Big Fund III) recently invested in the semiconductor supply chain, further accelerating domestic chip ecosystem development.
Galaxy Securities noted that global semiconductor equipment sales are projected to reach $133 billion in 2025, up 13.7% year-on-year, hitting a record high. Sales are expected to climb further to $145 billion and $156 billion in 2026 and 2027, driven primarily by AI-related investments in advanced logic, memory, and packaging technologies. In November, China’s integrated circuit manufacturing sector saw a 32.4% increase in value-added output, with domestic GPU companies going public and upstream localization accelerating.
Donghai Securities highlighted that Micron’s Q1 FY2026 earnings exceeded expectations, with AI-driven demand fueling a surge in memory revenue to $13.64 billion, up 57% year-on-year. The company forecasts next-quarter revenue to rise to $18.7 billion. The electronics sector continues to recover, with supply effectively clearing and memory chip prices rising amid stronger-than-expected domestic production efforts. Key opportunities include AI computing, AIoT, semiconductor equipment, critical components, and memory price hikes.
Electronic ETF (515260) and its feeder funds (Feeder A: 012550, Feeder C: 012551) passively track the Electronic 50 Index, whose top 10 holdings include Luxshare Precision, Cambricon Technologies, Foxconn Industrial Internet, SMIC, Hygon Information Technology, NAURA Technology Group, Shenzhen Fastprint Circuit Tech, Sugon, BOE Technology, and Montage Technology.
Data sourced from SSE, SZSE, and public disclosures.
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