消电板块盘中领涨，消电ETF（561310）涨超1.8%，电子及半导体产业景气度回升支撑板块表现

Group 1 - The manufacturing PMI in May increased by 0.5% to 49.5%, with high-tech manufacturing PMI remaining above the threshold for four consecutive months at 50.9%, indicating a positive development trend in high-end manufacturing sectors such as electronics and semiconductors [1] - The demand growth in the semiconductor sector is driven by new technologies like AI, particularly in automotive electronics, new energy, and the Internet of Things, which are becoming significant growth drivers for the semiconductor industry [1] - The rise of new technologies such as solid-state batteries and composite current collectors is expected to bring growth opportunities for lithium battery equipment, with 2025 being a critical year for the commercialization of solid-state batteries, leading to a comprehensive upgrade of equipment and a substantial increase in value [1] Group 2 - The Consumer Electronics ETF (code: 561310) tracks the consumer electronics index (code: 931494), which is compiled by China Securities Index Co., Ltd., selecting listed companies related to smartphones, home appliances, and wearable devices from the A-share market to reflect the overall performance of leading companies in the consumer electronics industry [1] - The index focuses on the core industrial chain of the consumer electronics sector, covering sub-sectors such as hardware manufacturing, terminal products, and supporting services, demonstrating significant industry representation and market trend orientation [1] - Investors without stock accounts can consider the Guotai Zhongzheng Consumer Electronics Theme ETF Initiated Link A (014906) and Guotai Zhongzheng Consumer Electronics Theme ETF Initiated Link C (014907) [1]