国内消费向新而行！港股消费ETF（159735）跟踪指数涨0.60%，实时成交额突破4500万元排名同指数第一

Core Viewpoint - The Hong Kong stock market is experiencing a rebound in consumer sectors, particularly in new energy vehicles, social media, short videos, and dining chains, driven by structural changes in consumer behavior and government policies aimed at boosting consumption [1][2]. Group 1: Market Performance - The Hong Kong stock market opened lower but rebounded, with significant gains in consumer stocks such as Leap Motor, Meituan-W, and Li Auto-W, which rose over 7% and 3% respectively [1]. - The Hong Kong Consumption ETF (159735) is currently trading at a discount of 0.67%, indicating a favorable buying opportunity [1]. Group 2: Consumer Trends - A research report indicates that the Chinese consumer goods and retail industry is undergoing profound changes due to an upgrade in consumption structure, with a notable increase in service consumption [1]. - Key consumer demand trends include emotional value, price-performance ratio, and sustainable consumption, reflecting a shift in preferences driven by aging population and smaller households [1]. Group 3: Policy Support - Recent political bureau meetings emphasized support for technological innovation, expanding consumption, and stabilizing foreign trade, with a focus on increasing income for middle and low-income groups [2]. - New policies, such as the revision of the tax refund management for outbound tourists, aim to stimulate consumption by attracting more foreign visitors, which is expected to boost the performance of related companies [2].