ZHONGJI INNOLIGHT(SZ:300308) Jin Rong Jie·2025-07-24 13:50Core Viewpoint - The China Securities Index for Internet of Things (IoT) has shown significant growth, reflecting the performance of listed companies involved in IoT across mainland China and Hong Kong [1][2] Group 1: Index Performance - The SHS IoT Index opened lower but closed higher, increasing by 0.67% to 4502.59 points with a trading volume of 84.908 billion yuan [1] - Over the past month, the index has risen by 7.15%, by 8.92% over the last three months, and by 10.33% year-to-date [1] Group 2: Index Composition - The index includes companies that provide foundational resources and technical support for IoT, as well as those applying IoT technologies [1] - The top ten weighted companies in the index are: Luxshare Precision (5.79%), Xiaomi Group-W (5.1%), Tencent Holdings (5.08%), Zhongji Xuchuang (4.96%), Midea Group (4.85%), Li Auto-W (4.68%), Meituan-W (4.28%), Xpeng Motors-W (3.97%), Huichuan Technology (3.76%), and China Telecom (3.53%) [1] - The market share of the index's holdings is distributed as follows: Shenzhen Stock Exchange 42.63%, Hong Kong Stock Exchange 32.98%, and Shanghai Stock Exchange 24.39% [1] Group 3: Industry Breakdown - The industry composition of the index holdings is as follows: Information Technology 45.30%, Communication Services 25.58%, Consumer Discretionary 20.88%, Industrial 5.68%, and Healthcare 2.56% [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Public funds tracking the SHS IoT Index include Tianhong CSI IoT Theme Connection A, Tianhong CSI IoT Theme Connection C, and Tianhong CSI IoT Theme ETF [2]