消费ETF嘉实(512600)午后上涨1.15%，最新规模创近1年新高！

Group 1 - The core viewpoint of the news highlights the performance and potential of the Jia Shi Consumption ETF, which tracks the major consumption index in A-shares, indicating a strong liquidity and increasing scale [3][4] - As of July 29, 2025, the Jia Shi Consumption ETF has achieved a net inflow of 541.12 million yuan, with a total of 3 out of the last 5 trading days showing net inflows totaling 3,114.96 million yuan [3] - The ETF's highest monthly return since inception is 24.50%, with an average monthly return of 6.07% during the rising months, showcasing its strong performance relative to benchmarks [3] Group 2 - The current A-share market is approaching the "924 market" high point, driven by optimistic expectations of corporate ROE recovery, with a focus on stable domestic demand policies [4] - The report suggests that the white liquor sector is worth monitoring for potential investment opportunities due to its low current expectations and favorable valuation after recent corrections [4] - The Jia Shi Consumption ETF includes major consumption leaders in A-shares, with the white liquor sector accounting for 45% of the index, indicating a significant focus on this industry [4][6] Group 3 - The top holdings in the Jia Shi Consumption ETF include leading companies such as Yili Group, Kweichow Moutai, and Wuliangye, with respective weights of 10.02%, 9.85%, and 9.85% [6] - The ETF provides an opportunity for off-market investors to participate in the consumption recovery trend through its linked fund [6]