政策及新品催化！消费电子ETF（159732）探底回升，兆易创新上涨2.78%

Core Viewpoint - The A-share market showed a collective rise on December 1, with the Shanghai Composite Index increasing by 0.3%, driven by gains in sectors such as precious metals, base metals, and energy equipment, while the consumer electronics sector experienced mixed performance [1] Group 1: Market Performance - The A-share market indices collectively rose, with the Shanghai Composite Index up by 0.3% [1] - Precious metals, base metals, and energy equipment sectors led the gains, while power generation equipment and engineering machinery sectors faced declines [1] - The consumer electronics ETF (159732) rose by 0.1%, with notable individual stock performances including Zhaoyi Innovation up by 4.04% and Dongshan Precision up by 2.72% [1] Group 2: Policy Impact - On November 25, the Ministry of Industry and Information Technology and five other departments issued a plan to enhance the adaptability of supply and demand in consumer goods, focusing on key industries such as smart connected vehicles, smart home, and consumer electronics [1] - The plan emphasizes the integration of artificial intelligence to empower these sectors [1] Group 3: Industry Outlook - According to Galaxy Securities, in the current weak demand environment, stimulating consumption relies more on supply creating demand, indicating that technology consumption will have stronger momentum than traditional consumption [1] - The consumer electronics sector is categorized as technology consumption and is expected to benefit from policy incentives [1] - The consumer electronics ETF (159732) tracks the National Securities Consumer Electronics Index, primarily investing in 50 A-share listed companies involved in the consumer electronics industry, with significant focus on electronic manufacturing, semiconductors, and optical electronics [1]