消电ETF（561310）涨超1.0%，电子化学品国产化趋势受关注

Group 1 - The core viewpoint is that the electronic chemicals industry, as a high-tech product combining electronic materials and fine chemicals, is experiencing growth driven by demand in sectors such as 5G, artificial intelligence, consumer electronics, and automotive electronics [1] - The global semiconductor materials market is projected to reach $67.5 billion by 2024, with China's semiconductor materials market growing at a CAGR of 10% from 2017 to 2023, outpacing global growth [1] - The trend towards domestic production in the chip sector is becoming more pronounced due to increased domestic policy support and foreign semiconductor export restrictions [1] Group 2 - The consumption electronic ETF (561310) tracks the consumer electronics index (931494), which includes listed companies involved in smartphones, home appliances, and wearable devices, reflecting the overall performance of these companies [1] - The consumer electronics index focuses on high-tech manufacturing, characterized by rapid technological iteration and significant growth potential, demonstrating notable growth attributes in industry allocation and investment style [1] - Investors without stock accounts can consider the Guotai Zhongzheng Consumer Electronics Theme ETF Initiation Link A (014906) and Guotai Zhongzheng Consumer Electronics Theme ETF Initiation Link C (014907) [1]