Mei Ri Jing Ji Xin Wen·2025-07-31 02:23Core Viewpoint - The A-share market shows mixed performance with the Shanghai Composite Index down by 0.41%, while sectors like telecommunications, electronics, and defense are performing well, indicating a shift in market focus towards specific growth areas [1]. Industry Summary - The consumer electronics sector is experiencing growth, with the Consumer Electronics ETF (159732.SZ) rising by 0.68%. Key stocks within this ETF, such as Jingsheng Electronics, Dongshan Precision, and Jingce Electronics, have seen significant increases in their share prices, ranging from 2.25% to 4.13% [1]. - The foldable smartphone market is projected to reach 19.8 million units by 2025, maintaining a penetration rate of approximately 1.6%, which reflects a slowdown in growth compared to previous years. However, advancements in technology and price reductions are driving foldable phones to become a focal point in the mid-to-high-end market [1]. - Major manufacturers are accelerating the development of new products and expanding their product lines and price ranges in preparation for a potential market explosion in 2026 [1]. - Traditional smartphones are entering a saturation phase, with foldable screens defining a new form of smart devices. Apple’s entry into the foldable screen market is expected to accelerate the adoption of foldable smartphones and drive innovation within the foldable supply chain [1]. Company Summary - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index and primarily invests in 50 A-share listed companies involved in the consumer electronics industry, focusing on high-attention sectors such as electronic manufacturing, semiconductors, and optical electronics [1].