Loongson Technology(SH:688047) Sou Hu Cai Jing·2026-01-21 03:29Core Viewpoint - The electronic sector is leading the market with a net inflow of over 32 billion yuan, making it the top industry in terms of capital absorption among 31 sectors [1][2]. Group 1: Market Performance - The electronic sector (Shenwan) has a net inflow of 329.91 billion yuan, significantly higher than other sectors such as non-ferrous metals (124.26 billion yuan) and computers (97.25 billion yuan) [2]. - Key stocks in the electronic ETF (515260) include Haiguang Information, Zhongke Shuguang, Tongfu Microelectronics, and SMIC, which attracted 32.83 billion yuan, 21.90 billion yuan, 21.42 billion yuan, and 20.29 billion yuan respectively, ranking them in the top four for capital absorption in A-shares [1][2]. Group 2: Stock Performance - Notable stock performances include Longxin Zhongke with a 20% increase, Haiguang Information up by 15.25%, and Tongfu Microelectronics rising by 10% [4][5]. - Other significant gainers include Lanke Technology (9.10%), Zhaoyi Innovation (7.01%), and Xinyuan Technology (6.29%) [5]. Group 3: Industry Trends - TSMC is expanding its advanced packaging capacity to meet the demand for 2nm chips for Apple's upcoming products, which is expected to enhance the supply chain [6]. - The electronic ETF (515260) has a significant weight of 46.31% in the Apple supply chain, indicating strong ties to future innovations such as foldable screens and AI functionalities [6]. - The demand for AI computing power is driving a surge in the storage chip market, with prices for certain chips expected to increase dramatically by 1800% for DDR4 16Gb and 500% for DDR5 16Gb by 2025 [6]. Group 4: Investment Tools - The electronic ETF (515260) and its linked funds provide a passive investment option tracking the electronic 50 index, focusing on semiconductor and consumer electronics sectors [7]. - The ETF includes major stocks like Luxshare Precision, Cambricon, and Industrial Fulian, making it an efficient tool for gaining exposure to core assets in the electronic sector [7].