三季度全球折叠屏智能手机出货量同比增长14%，消费电子ETF(561600)连续4天获资金净流入

Group 1 - The core viewpoint of the articles highlights the growth and investment potential in the consumer electronics sector, particularly driven by advancements in AI technology and the increasing popularity of foldable smartphones [1][2]. Group 2 - As of December 3, 2025, the CSI Consumer Electronics Theme Index (931494) showed mixed performance among its constituent stocks, with BOE Technology Group (000725) leading with a 4.38% increase, while Transsion Holdings (688036) experienced the largest decline [1]. - The Consumer Electronics ETF (561600) has seen a continuous net inflow of funds over the past four days, with a peak single-day net inflow of 66.02 million yuan, totaling 113 million yuan, averaging 28.13 million yuan per day [1]. - According to Counterpoint Research, global shipments of foldable smartphones increased by 14% year-on-year in Q3 2025, reaching a historical quarterly high, with foldable devices now accounting for 2.5% of global smartphone shipments [1]. - The foldable smartphone market is expected to close 2025 with a stable growth rate of approximately 16% year-on-year, with significant expansion anticipated in 2026 due to improvements in durability, design, and AI-driven software experiences [1]. - Huatai Securities reports that 72% of consumers are willing to pay a premium of about 15% for products with AI capabilities, indicating a clear willingness to invest in AI-integrated consumer electronics [2]. - The CSI Consumer Electronics Theme Index comprises 50 listed companies involved in component production and brand design, with the top ten weighted stocks accounting for 56.39% of the index [2].