Lens(SZ:300433) Mei Ri Jing Ji Xin Wen·2025-09-09 03:37Market Overview - On September 9, A-shares experienced a collective decline, with the Shanghai Composite Index dropping by 0.06% during intraday trading [1] - The precious metals, motorcycles, and engineering machinery sectors showed positive performance, while the internet and semiconductor sectors faced significant declines [1] Consumer Electronics Sector - The Consumer Electronics ETF (159732) fell by 1.74%, with key component stocks such as Lens Technology down by 6.91%, Shenghong Technology down by 4.98%, and Xinwanda down by 4.04% [1] - Some individual stocks were active, with Dongshan Precision rising by 3.22% and Transsion Holdings increasing by 2.64% [1] Smartphone Market Insights - IDC recently released a report predicting that global smartphone shipments are expected to grow by 1% year-on-year by 2025, reaching 1.24 billion units, an increase from the previous forecast of 0.6% [1] - As of August 24, 2023, China's market for foldable smartphones recorded sales of 5.88 million units, representing a year-on-year growth of 26%, with a penetration rate of 3.2% [1] AI Investment Opportunities - Tianfeng Securities expressed optimism regarding investment opportunities in edge AI, driven by supportive policies, leadership from major companies, and upcoming product launches [1] - Apple's recent developments highlight its commitment to innovation in edge AI products, which may lead to unexpected improvements in user experience and sales, suggesting a focus on Apple's supply chain [1] ETF Information - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index, primarily investing in 50 A-share listed companies involved in the consumer electronics industry, with significant representation in electronic manufacturing, semiconductors, and optical electronics [1] - The corresponding off-market connection funds are A class: 018300; C class: 018301 [1]