生育刺激政策加速落地，关注消费ETF易方达（159798）、港股消费ETF易方达（513070）等投资价值

Group 1 - The core viewpoint of the news is the implementation of a national childcare subsidy policy, which will provide a subsidy of 3,600 yuan per child per year until the child reaches three years old, starting from January 1, 2025 [1] - The policy aims to stimulate birth rates and consumer confidence, with expectations that local governments will accelerate their responses to the central government's initiatives [1] - The increase in newborn population is anticipated to boost demand in the maternal and infant sectors, benefiting related industries [1] Group 2 - The CSI Consumer 50 Index rose by 0.8%, while the CSI Hong Kong Stock Connect Consumer Theme Index fell by 1.9% [2] - The CSI Consumer 50 Index consists of 50 leading companies in major consumer sectors, with over 75% of its composition in food and beverage, and home appliances [2] - The rolling price-to-earnings ratio of the CSI Consumer 50 Index is 16.8 times, with a valuation percentile of 3.6% since its inception in 2019 [2]