The Chinese AI hardware market is expected to exceed 1 trillion yuan for the first time this year! The venture board artificial intelligence ETF Huabao had a trading volume of 454 million yuan today.

On July 16, the ChiNext Artificial Intelligence ETF Huabao closed up 0.17%, with a turnover of 4.54 billion yuan. The constituent stocks fluctuated, with New Easytech rising 8.10%, Deepin Technology and Allwinner Technology following suit; while Tianfutong led the decline. On the news front, on July 15, at the 2025 China Smart Life Conference, Liu Chuang, a research expert at Loto Technology, predicted that the size of China's AI hardware market will first exceed one trillion yuan this year and will continue to maintain rapid growth over the next five years. In the domestic AI hardware market of one trillion yuan this year, the AI consumer electronics hardware market is about 461 billion yuan, while the other public service AI hardware market is about 641 billion yuan, including quality inspection robots, inspection robots, AI edge hardware terminals, smart retail terminal robots, etc. Shouchuang Securities believes that under the trend of the AI industry, the capital expenditures of technology giants continue to increase, both at home and abroad data center construction continues to strengthen, and the prosperity of the computing power industry chain is rising. At the same time, the upgrade of AI terminals and other consumer electronics products is driving the performance growth of industry chain companies, and will continue to focus on investment opportunities in the computing power industry chain and the AI terminal industry chain.