Today (December 9), the Electronic ETF (515260), which aggregates core leaders in the electronics sector, showed strong performance against the market trend. Its intraday price surged over 1.8%, currently up 1.07%, reclaiming the 60-day moving average and aiming for a fourth consecutive daily gain.
Among its constituents, Shenghong Technology led with an over 8% rise, followed by Shengyi Technology and Foxconn Industrial Internet, both up more than 5%. Huqin Technology climbed over 4%, while other stocks like Avary Holding, Shennan Circuits, Sanan Optoelectronics, and Inspur Information also advanced.
Notably, the index tracked by Electronic ETF (515260) includes key players in NVIDIA and Google supply chains: 1. **NVIDIA Supply Chain**: U.S. President Trump announced on the 8th that the government will allow NVIDIA to sell its H200 AI chips to China. Minmetals Securities noted this benefits overseas computing power supply chains and domestic downstream applications. As of November, NVIDIA-related stocks accounted for 27.23% of the ETF’s index weight, including Foxconn Industrial Internet, Shenghong Technology, Sugon, and BOE Technology. 2. **Google Supply Chain**: At 2 AM Beijing time on December 9, Google hosted a special event themed "Android XR," unveiling its first Gemini-powered AR glasses set for launch in 2026. Analysts highlight this will boost Google’s supply chain across hardware, core components, and software ecosystems. Google-linked stocks, such as Luxshare Precision, Foxconn Industrial Internet, Shenghong Technology, Wus Printed Circuit, and Shennan Circuits, made up 21.25% of the index weight as of November.
East Money Securities stated that Google’s full-stack architecture and NVIDIA’s leadership in computing chips will drive upstream hardware demand. Companies deeply tied to overseas clients with high export exposure—like optical module suppliers in NVIDIA’s chain and photonics firms in Google’s ecosystem—are poised to benefit from industry expansion.
Looking ahead, CITIC Securities pointed out sustained high growth in AI data center demand and clear momentum in domestic computing power breakthroughs. Downstream advanced memory and logic capacity expansions are expected to rise, with stable revenue growth for equipment firms and strong performance from memory-related players. Key sub-sectors include computing-related PCBs, domestic computing chips, memory/logistics chip leaders, and top Apple supply chain and equipment firms.
For exposure, Electronic ETF (515260) and its linked funds (Class A: 012550; Class C: 012551) track the Electronic 50 Index, heavily weighted in semiconductors and consumer electronics, covering AI chips, automotive electronics, 5G, cloud computing, and PCBs. With external pressures accelerating China’s semiconductor self-sufficiency and AI redefining consumer electronics, supported by national policies, the sector is primed for growth.
**Risk Disclosure**: The Electronic ETF and its linked funds passively track the CSI Electronic 50 Index (base date: December 31, 2008; launch date: July 22, 2009). Index constituents are adjusted per its rules, and past performance does not indicate future results. Mentioned stocks are for illustrative purposes only and do not constitute investment advice or reflect fund holdings. The fund manager rates Electronic ETF as R3 (moderate risk), suitable for balanced (C3) or higher-risk investors. Investment decisions should be made independently, and no liability is assumed for direct/indirect losses from using this information. Fund investments carry risks; past performance does not guarantee future returns.
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