大消费板块焕发新生！港股消费ETF(159735)现涨1.59%，实时成交额突破8200万元

Group 1 - The Chinese consumer market is showing strong vitality with a 6.3% year-on-year increase in sales for key retail and catering enterprises during the "May Day" holiday [1] - In the first quarter, the total retail sales of consumer goods increased by 4.6% year-on-year, contributing 51.7% to China's economic growth [1] - The emergence of new consumer groups and business models is revitalizing the Chinese market, attracting global enterprises to seek growth opportunities [1] Group 2 - The Hong Kong stock market saw significant gains in consumer sectors such as automobiles, national trend clothing, consumer electronics, gold jewelry, and food and beverages [1] - Notable stock performances include Smoore International rising over 8%, and several other companies like Bosideng, Leap Motor, and Wan Zhou International increasing by over 4% [1] - The Hong Kong Consumption ETF (159735) recorded a trading volume of 142 million yuan over the past 20 trading days, ranking first among its index [1] Group 3 - The Hong Kong Consumption ETF (159735) tracks the Hong Kong Consumption Index, which has a higher proportion of new consumption categories compared to A-shares, including e-commerce, consumer electronics, new energy vehicles, and cultural entertainment [2] - The introduction of the "Special Action Plan to Boost Consumption" indicates a systematic push from the policy level to enhance consumer capacity, focusing on income growth, employment stability, and housing support [2] - Adjustments to minimum wage standards are moving towards a more regularized approach, with increases in regions like Guangdong and Xinjiang ranging from 6.8% to 8.9%, which is expected to boost consumer confidence [2]