家电ETF（159996）涨超1%，机构称生态融合或成扫地机行业竞争关键

Group 1 - The future competition in the robotic vacuum cleaner industry will shift from a single product focus to a comprehensive competition in ecosystem building and service capabilities, with companies that can deeply integrate robotic vacuums into smart home ecosystems more likely to establish long-term barriers [1] - The "old-for-new" policy has significantly boosted home appliance sales this year, with the scale of old-for-new home appliances reaching 12,844 million units [1] - The domestic air conditioning market continues to be sluggish, with a year-on-year decline in domestic sales of 39.8% and a 25.6% decline in exports, primarily due to the reduction of national subsidies, high overseas inventory, and a high base effect, resulting in a dual decline pattern [1] Group 2 - The home appliance ETF (159996) tracks the home appliance index (930697), which selects listed companies involved in the manufacturing and sales of home appliances such as air conditioners, refrigerators, and washing machines from the Shanghai and Shenzhen markets to reflect the overall performance and market trends of related listed companies [1] - This index has strong consumer attributes and cyclical characteristics, providing a comprehensive representation of the overall development status of the home appliance industry [1]