As of 10:49 on December 12, 2023, the CSI Consumer Electronics Theme Index (931494) **017%, constituent stocks Zhuosheng Micro (300782)**471%, Shengbang shares (300661)**265%, Lixun Precision (002475)**197%, Tongfu Microelectronics (002156)**145%, GigaDevice (603986)**124%。Consumer Electronics ETF (561600.)sh)**0.15%, the latest price quoted at 067 yuan.
On the news, it is understood that because the capacity bottleneck of oledos display has been broken through by Chinese mainland companies and entered a supply, the ** chain is currently ready to produce 1 million units per year. Previously, according to interface news, Apple's visionpro was mass-produced in December, and the proportion of Chinese mainland ** chain has been greatly increased to 60%, among which Lingyi Zhizao and Luxshare Precision ** value rank among the top in China. After the domestic oledos display screen supplier enters the first supply, the proportion of the mainland ** chain will also be further improved. Recently, Apple's VisionPro will be officially launched in North America in January 2024.
Jiang Hai** believes that with the gradual maturity of Apple's visionOS ecosystem, it is expected to provide developers with a unified ecological platform. At present, there are a variety of VR MR platforms, such as Meta's Oculus, ByteDance's PICO, and HTCVive, all of which use different ecological platforms. After entering the market through VisionPro, Apple is expected to successfully replicate the experience of macOS and iOS into VisionOS by using its years of independent ecological experience, so as to create an MR ecological platform with rich applications. Companies related to Apple's industry chain will usher in relevant opportunities.
It is worth noting that the Consumer Electronics ETF (561600SH) tracks the CSI Consumer Electronics Thematic Index at historically low valuations, with the latest price-to-book ratio (PB) at 285 times, lower than the index of 90 in the past 1 yearMore than 95% of the time, the valuation is cost-effective.
The CSI Consumer Electronics ETF closely tracks the CSI Consumer Electronics Thematic Index, which selects 50 consumer electronics-related listed companies** from the Shanghai ** market whose business involves component production, complete machine brand design and production, etc., as the index sample to reflect the overall performance of listed companies with consumer electronics themes**.
According to the data, as of November 30, 2023, the top ten weighted stocks of the CSI Consumer Electronics Theme Index (931494) are Luxshare Precision (002475), BOE A (000725), SMIC (688981), Weir (603501), GigaDevice (603986), Industrial Fortune Union (601138), EVE Lithium Energy (300014), Zhuosheng Micro (300782), Ziguang Guowei (002049), Montage Technology (688008), the top 10 heavyweights accounted for 5062%。
Consumer Electronics ETF (561600.)SH), off-site connectivity (Class A: 015894;Category C: 015895).
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.