Group 1 - The A-share market showed mixed performance on September 18, with the Shanghai Composite Index rising by 0.22%, driven by gains in sectors such as computer hardware, semiconductors, and power generation equipment, while basic metals and diversified finance sectors faced declines [1] - The Consumer Electronics ETF (159732) increased by 1.08% by 10:05 AM, with constituent stocks like Heheta, Ruichip, Kebo, and Jingsheng Electronics hitting the daily limit, and Wentai Technology rising by 5.29% [1] - Guosen Securities indicated that demand from data centers and new energy vehicles is accelerating, with growth in power device usage driven by automotive intelligence and power segment enhancements, highlighting the automotive sector as the primary incremental market [1] Group 2 - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index, primarily investing in 50 A-share listed companies involved in the consumer electronics industry, with significant representation in electronic manufacturing, semiconductors, and optical electronics [1] - The report emphasizes the substantial domestic substitution potential for low and medium voltage power devices in the automotive sector, alongside the increasing power device demand driven by the exponential rise in data center electricity consumption, particularly for SiC/GaN technologies [1]