这类基金，申报数激增！

Core Viewpoint - In the second quarter, the number of consumer-themed fund applications surged significantly, reflecting a strong rise in the consumption sector of A-shares and Hong Kong stocks, driven by favorable policies and a shift from export-driven to domestic demand-driven market dynamics [1][3]. Group 1: Fund Application Trends - The number of consumer-themed fund applications increased threefold compared to the previous quarter [2]. - As of June 27, 16 consumer-themed funds were submitted for approval since April, with 7 already approved, compared to only 4 in the first three months of the year [3]. - These 16 funds came from 14 different fund management companies, including 8 index funds, 5 mixed funds, 1 stock fund, and 2 QDII funds [4]. Group 2: Market Dynamics and Investment Opportunities - The consumer sector is expected to experience a "Davis Double Play," benefiting from favorable policies, performance improvements, and valuation increases [6][8]. - The recent joint release of guidelines by six departments aims to support and expand consumption, indicating a shift from short-term stimulus to long-term mechanisms, with green consumption, cultural tourism, and elderly care expected to benefit first [8]. - The potential of China's middle and low-income groups remains underutilized, and the combination of economic stabilization and new consumption trends is likely to create more opportunities in the consumer sector [8]. Group 3: Sector Performance and Focus Areas - The consumer sector has seen heightened interest from institutional investors, with significant research activity in emerging consumption themes such as "Guzi Economy" and pet economy stocks [4][5]. - There is a notable divergence within the consumer sector, with strong growth potential in beauty and personal care, while home appliances and food and beverage sectors have shown relatively weak performance [8]. - Emerging industries in the Hong Kong market, such as trendy toys, tea drinks, and jewelry, have stood out as highlights in the consumer sector for the first half of the year [8].