年底促消费政策密集出台，消费电子ETF(561600)盘中蓄势

Group 1 - The core viewpoint of the news is the implementation of a new policy for the replacement of consumer goods, which aims to enhance quality and efficiency by 2026, with a focus on nationwide coordination and local autonomy in subsidy policies [1][2] - The new policy will emphasize six core household appliances: refrigerators, washing machines, televisions, air conditioners, computers, and water heaters, while also including smart glasses for the first time [2] - The consumer electronics ETF closely tracks the CSI Consumer Electronics Theme Index, which includes 50 listed companies involved in component production and brand design, reflecting the overall performance of the consumer electronics sector [2] Group 2 - As of November 28, 2025, the top ten weighted stocks in the CSI Consumer Electronics Theme Index account for 56.39% of the index, with notable companies including Luxshare Precision, Cambricon, and BOE Technology Group [2] - The latest price for the consumer electronics ETF is 1.21 yuan, indicating its current market performance [1] - The policy aims to stabilize consumer demand for core categories while promoting the adoption of AI/AR glasses in the mass market, marking a shift from traditional product replacement to smart evolution [2]