Group 1 - The A-share market opened lower due to statements related to Trump's tariffs, with the consumer electronics sector experiencing a quick narrowing of declines, indicating long-term resilience in core assets represented by technology [1] - As of October 13, 2025, the CSI Consumer Electronics Theme Index (931494) fell by 2.94%, with mixed performance among constituent stocks [1] - Notable gainers included Allwinner Technology (300458) up 3.26% and SMIC (688981) up 2.10%, while major decliners included Wistron NeWeb (600745) down 10.00% and Tongfu Microelectronics (002156) down 8.64% [1] Group 2 - As of September 30, 2025, the top ten weighted stocks in the CSI Consumer Electronics Theme Index accounted for 55.93% of the index, with Luxshare Precision (002475) and SMIC (688981) being the largest components [2] - The top ten stocks included companies like Cambrian (688256) and BOE Technology Group (000725), highlighting the concentration of market weight among a few key players [2][4] - The CSI Consumer Electronics ETF (561600) closely tracks the CSI Consumer Electronics Theme Index, which includes 50 listed companies involved in component production and brand design in the consumer electronics sector [1]
关税扰动不改长期趋势，消费电子ETF(561600)盘中跌幅收窄
Sou Hu Cai Jing·2025-10-13 02:03