高层定调持续做好扩消费工作，消费ETF嘉实(512600)连续4天净流入

Group 1 - The core viewpoint of the news highlights the significant role of consumption in driving economic growth, with a contribution rate of 52% in the first half of the year, and a focus on expanding consumption through various initiatives [3] - The Consumption ETF from Jiashi has shown notable liquidity with a turnover rate of 2.78% and a transaction volume of 14.67 million yuan, indicating strong market interest [2] - The Consumption ETF has experienced a substantial increase in scale, growing by 20.15 million yuan over the past week, with the latest share count reaching 768 million, marking a three-month high [2] Group 2 - The Consumption ETF has recorded a net inflow of funds for four consecutive days, with a peak single-day inflow of 12.73 million yuan, totaling 33.49 million yuan in net inflows [2] - The ETF has demonstrated strong performance, with a maximum monthly return of 24.50% since inception and an annualized return of 6.88% over the past three months, ranking first among comparable funds [2] - The valuation of the index tracked by the Consumption ETF is at a low of 18.82 times PE-TTM, indicating it is below 92.46% of the time over the past year, suggesting a historical low valuation [2] Group 3 - The government has launched a "Special Action Plan to Boost Consumption," which includes 30 key tasks across eight areas to guide consumption recovery, particularly focusing on sectors like liquor, snacks, beverages, and dairy products [3] - The Consumption ETF tracks the CSI Major Consumption Index, which includes leading consumer stocks in A-shares, with liquor being the largest sector, accounting for 45% of the index [3] - The top stocks within the ETF include Yili Group, Kweichow Moutai, and Wuliangye, with respective weights of 10.02%, 9.85%, and 9.85% [5]