家电ETF（159996）昨日净流入超0.6亿，清洁电器与白电需求共振支撑行业景气

Group 1 - The core viewpoint of the news is the introduction of new safety standards for home appliances and the promotion of a replacement subsidy program, which aims to boost the home appliance industry [1] - On July 2, 2025, the relevant national departments released a series of standards titled "Safety Usage Lifespan of Household Appliances," covering 11 categories of appliances including refrigerators, washing machines, and air conditioners [1] - The "Action Plan for Promoting Large-Scale Equipment Updates and Consumer Goods Replacement" continues to be implemented, adding four new products, including microwave ovens and water purifiers, to the subsidy scope [1] Group 2 - According to Guangfa Securities, the three major white goods (air conditioners, refrigerators, washing machines) maintained a high sales growth rate in June, with particularly strong performance in the first week [1] - Online sales showed significant year-on-year fluctuations, with air conditioners reaching 80.7%, refrigerators at 5.6%, and washing machines at 42.7% during the week of June 2-8; offline sales were more stable, with air conditioners at 91.3%, refrigerators at 32.0%, and washing machines at 36.3% [1] - Despite a slowdown in growth in the second and third weeks, the home appliance industry remains active and is considered one of the bright spots in the economy, supported by policy incentives [1] Group 3 - The home appliance ETF tracks the home appliance index, which is compiled by China Securities Index Co., Ltd., selecting listed companies involved in the manufacturing and related businesses of home appliances from the A-share market [1] - This index comprehensively reflects the overall performance of the home appliance industry in the A-share market, demonstrating significant industry representation and market influence [1]