4月7日早盘，消费电子板块高开高走，截至10:39，中证消费电子主题指数上涨1.9%。消息面上，苹果首款折叠屏iPhone已进入试产阶段，此前苹果给供应商的出货目标指引显示，其首款折叠屏手机计划于2026年下半年推出，定位为大折叠屏形态。IDC数据显示，2025年中国折叠屏手机出货量超1000万部，同比增长9.2%，随着苹果入局及更多品牌推出多样化产品，行业有望重回快速增长轨道。中证消费电子主题指数由50只业务涉及元器件生产、整机品牌设计及生产等消费电子相关的股票组成，前十大权重股包括立讯精密、寒武纪、工业富联、京东方等龙头。消费电子ETF易方达(562950，联接基金A/C：018896/018897)是跟踪该指数规模第一的产品，管理费率仅0.15%/年，助力投资者低成本布局产业龙头。
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