LUXSHARE-ICT(SZ:002475) Xin Lang Ji Jin·2025-09-26 06:01Group 1 - The electronic ETF (515260) experienced a decline of 1.69% on September 26, but has seen a cumulative increase of 78.65% since its low point on April 8 [1][3] - The ETF attracted 375 million yuan in the last 10 days, indicating strong investor interest in the semiconductor and Apple supply chain sectors [1][3] - As of September 25, the electronic ETF's latest scale reached 948 million yuan, making it the largest ETF in its category [1][3] Group 2 - The performance of the CSI Electronic 50 Index over the past five years shows significant fluctuations, with a peak increase of 27.45% in 2024 and a decline of 38.63% in 2022 [3] - Notable stocks within the ETF include RichChip and Lingyi Technology, which fell over 5%, while companies like Chipone and Unisoc saw gains, with the latter attracting a net inflow of 1.8 billion yuan [3][4] - Xiaomi's recent launch of the Xiaomi 17 series, aimed at competing with Apple's iPhone 17, highlights the competitive landscape in the smartphone market [3][4] Group 3 - The Apple supply chain stocks constitute 43.34% of the electronic ETF's components, suggesting a strong correlation between Apple's product launches and the performance of related stocks [4] - The electronic industry is currently in an innovation phase, with AI driving new growth opportunities, indicating a potential for rapid development in the sector [4][5] - The ETF tracks the CSI Electronic 50 Index, which includes major players in the semiconductor and consumer electronics sectors, focusing on AI chips, automotive electronics, and 5G technologies [4][5]