eSIM商用进程提速！消费电子ETF上涨0.11%，瑞芯微上涨3.61%

Group 1 - The A-share market saw all three major indices rise on August 19, with the Shanghai Composite Index increasing by 0.28%. The telecommunications, home appliances, and food and beverage sectors performed well, while the media sector faced declines [1] - The Consumer Electronics ETF (159732.SZ) rose by 0.11%, with notable increases in component stocks such as Ruixin Microelectronics (3.61%), Lingyi iTech (2.88%), Hengxuan Technology (1.96%), and Jingfang Technology (1.44%). Conversely, Dongshan Precision and Anker Innovations saw declines of -2.98% and -1.47%, respectively [1] - GSMA Intelligence predicts that the number of global eSIM smartphone connections will reach 1 billion by the end of 2025 and surge to 6.9 billion by 2030, accounting for 76% of total smartphone connections. Currently, eSIM penetration in China is low, and the industry ecosystem is not well established [1] - Minsheng Securities reports that the development of IoT terminals will drive the trend towards eSIM adoption. The upcoming release of the iPhone 17 Air by Apple is expected to be a significant catalyst for eSIM proliferation. China's three major telecom operators may restart eSIM services, which have been paused for two years, potentially accelerating eSIM commercialization [1] Group 2 - 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 and optical optoelectronics [2]