“反内卷”开启，中国汽车上半年产销双增，聚焦港股消费ETF（513230）和恒生科技指数ETF（513180）布局机会

Group 1 - The Hong Kong stock market showed strong performance on July 11, with the Hang Seng Index rising nearly 2% and the Hang Seng Tech Index also performing well, particularly the Hang Seng Tech Index ETF (513180) which increased over 1% after opening [1] - The consumer sector in Hong Kong was active, with the Hong Kong Consumer ETF (513230) rising nearly 1.2% and trading volume exceeding 25 million yuan, indicating robust trading activity [1] - The China Automobile Industry Association reported significant growth in the automotive sector for the first half of the year, with production and sales exceeding 15 million units, both showing over 10% year-on-year growth [1] Group 2 - New energy vehicles (NEVs) saw substantial growth, with production and sales reaching 6.968 million and 6.937 million units respectively, marking year-on-year increases of 41.4% and 40.3%, and a penetration rate of 44.3% [1] - Total automobile exports from China reached 3.083 million units in the first half of the year, a year-on-year increase of 10.4%, with NEV exports alone totaling 1.06 million units, reflecting a remarkable growth of 75.2% [1] - The China Automobile Industry Association has called for fair competition in the industry, urging companies to avoid price wars that could harm profit margins, leading to BYD's recent cancellation of promotional activities for certain models [2]