【电子行业前三季度净利增36.8%！消费电子ETF（159732）引领硬件创新布局】

Group 1 - A-shares indices collectively rose on November 6, with the Shanghai Composite Index increasing by 0.46%, driven by gains in coal, utilities, and steel sectors, while media and social services sectors saw declines [1] - The Consumer Electronics ETF (159732.SZ) rose by 0.45%, with notable increases in component stocks such as Dongshan Precision (+3.75%), Zhaoyi Innovation (+2.56%), Shenghong Technology (+2.14%), and Huankeyuan Electronics (+1.91%), while companies like Wentai Technology and Xunwei Communication experienced declines of -5.57% and -2.19% respectively [1] Group 2 - The electronic industry achieved revenue of 29,416.32 billion yuan in the first three quarters of 2025, marking a year-on-year growth of 19.40%, with net profit attributable to shareholders reaching 1,459.51 billion yuan, up 36.80% [3] - In Q3 2025, the industry reported revenue of 11,147.88 billion yuan, a year-on-year increase of 19.99%, and net profit of 621.89 billion yuan, reflecting a significant growth of 49.28% [3] - According to Industrial Securities, ongoing global technological innovation and the maturation of model capabilities indicate a substantial potential for edge AI, leading to an upcoming hardware innovation wave in consumer electronics, driven by Apple [3] - 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 focus on electronic manufacturing and optical electronics sectors [3]