The underlying index of the Electronic ETF Huabao (515260) has surged 252% since "September 24th"!

Benefiting from the price hike wave in the electronics sector, the Electronics ETF Huabao (515260), which includes hot concepts such as PCBs and memory chips, saw its on-market price surge 4.65% on Thursday (June 25), hitting a new all-time high. Data from the Shanghai Stock Exchange shows the ETF attracted 42.25 million yuan in a single day yesterday. Over a longer period, it attracted 149 million yuan in the past 5 trading days and a cumulative 230 million yuan in the past 60 trading days.

Notably, as of June 25, the latest size of the Electronics ETF Huabao (515260) is 1.045 billion yuan, refreshing the high since June 2021. Among the 2 ETFs tracking the same underlying index in the entire market, it is the largest ETF by size.

Why is capital continuously deploying in the electronics sector?

1. In terms of market performance, the underlying index has surged 252% since the "9.24" rally

The underlying index of the Electronics ETF Huabao (515260) (Electronic 50 Index), since the "9.24" rally, as of June 25, has cumulatively risen 252.77%, outperforming peer electronics indices like CS Electronics (247.77%), and also outperforming major broad-based indices such as STAR 50 (221.34%), ChiNext 50 (213.83%), and CSI 300 (56.25%).

Data statistics period: Sep 24, 2024 - Jun 25, 2026. The Electronic 50 Index's gains/losses over the past 5 full years are: 2021, 3.27%; 2022, -38.63%; 2023, 1.03%; 2024, 27.45%; 2025, 43.49%. The composition of index constituents is adjusted according to the index compilation rules. Its backtested historical performance does not predict future index performance.

2. Benefiting from the electronics price hike wave, aggregating hot concepts like PCBs and memory chips

In 2026, dominated by the large-scale capacity expansion of AI computing power, from upstream electronic raw materials and semiconductor consumables, to midstream copper-clad laminates, PCBs, memory chips, and passive components, to downstream optical modules, advanced packaging & testing, and computing power integrated machines, the entire electronics industry chain is experiencing a global boom characterized by product supply-demand imbalances, companies intensively issuing price hike notices, and sustained upward product prices. This has been termed by the market as the "electronics sector price hike wave".

Notably, the underlying index of the Electronics ETF Huabao (515260) aggregates hot concepts such as PCBs, MLCCs, glass substrates, memory chips, and semiconductor equipment. Its constituents include memory chip concept stocks like Jiangbolong and Bowei Storage; PCB concept stocks like Shenghong Technology and Shengyi Technology; semiconductor silicon wafer concept stock Huahong Grace; MLCC concept stock Sanhuan Group; semiconductor equipment concept stocks like ACM Research (Shanghai) and AMEC; advanced packaging concept stock JCET Group; and glass substrate concept stock BOE A, etc.

3. Deeply tied to tech giants, Apple supply chain exposure exceeds 49%

With Apple's foldable iPhone about to enter mass production, NVIDIA's Rubin platform driving a doubling of PCB value, and Google's TPU shipments being revised upwards, global tech is driving a dual-track boom in edge-side AI and computing power hardware.

Data shows the underlying index of the Electronics ETF Huabao (515260) is deeply tied to global tech leaders. As of the end of May, the weightings of the Apple, NVIDIA, and Google supply chains were 49.34%, 28.50%, and 23.85% respectively, positioning it to potentially benefit from tech giants' industrial expansion and technological innovation.

The constituents of the underlying index of the Electronics ETF Huabao (515260) include Apple supply chain leaders like Luxshare Precision, Industrial Fulian, and Dongshan Precision; NVIDIA supply chain stocks like Shenghong Technology and Sugon; and Google supply chain stocks like Shanghai Electric and Huagong Tech.

Looking ahead, Soochow Securities points out that July is about to enter the intensive disclosure window for mid-year earnings forecasts, where business momentum will be the core pricing factor. The AI hardware industry chain, which is mainly covered by the electronics sector, is one of the directions where mid-year earnings momentum clues are concentrated for 2026.

[Embrace Tech Giants, Seize Development Opportunities]

The Electronics ETF Huabao (515260) and its feeder funds (Class A: 012550, Class C: 012551) passively track the Electronic 50 Index, heavily weighting the semiconductor and consumer electronics industries, aggregating hot concepts like PCBs, MLCCs, glass substrates, memory chips, and semiconductor equipment. The top holdings include stocks like Luxshare Precision, Cambricon, Industrial Fulian, and SMIC. Meanwhile, this ETF is a margin trading + Stock Connect eligible security, making it an efficient tool for one-click allocation to the core assets of the electronics sector.

ETF fee-related notes: The Electronics ETF does not charge a sales service fee. Subscription and redemption agents may charge a commission of up to 0.5%, which includes related fees charged by the stock exchange, registration institutions, etc. On-market trading fees are subject to the actual charges by securities firms.

Risk Disclosure: The Electronics ETF Huabao passively tracks the CSI Electronic 50 Index. The base date of this index is Dec 31, 2008, and it was released on Jul 22, 2009. The composition of index constituents is adjusted according to the index compilation rules. Its backtested historical performance does not predict future index performance. The stocks and index constituents mentioned in this article are for illustrative purposes only. Descriptions of individual stocks do not constitute investment advice in any form, nor do they represent the holdings information or trading trends of any fund under the manager. The fund manager assesses the risk level of the Electronics ETF as R3 - Medium Risk, suitable for Balanced (C3) and above investors. The suitability matching opinion should be based on the selling institution. Any information appearing in this article (including but not limited to stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only. Investors must be responsible for any independent investment decisions. Furthermore, any views, analyses, and forecasts in this article do not constitute investment advice of any form to readers, nor do they bear any responsibility for direct or indirect losses caused by using the content of this article. Fund investment carries risks. The past performance of the fund does not represent its future performance. The performance of other funds managed by the fund manager does not guarantee the performance of this fund. Fund investment must be cautious.