高层明晰下半年经济工作重点，扩大内需在列！规模领先的消费ETF(159928)连续大举吸金，近8日累计净流入12.6亿元！

Group 1 - A-shares showed mixed performance today, with the consumption ETF (159928) maintaining a flat position and achieving a trading volume exceeding 1.5 billion yuan, indicating strong investor interest [1] - The consumption ETF (159928) has seen a net subscription of 54 million units during the day, marking its eighth consecutive day of inflow, with a total net inflow exceeding 1.26 billion yuan [1] - The latest scale of the consumption ETF (159928) has surpassed 13 billion yuan, leading its peers significantly [1] Group 2 - After two days of decline, Hong Kong's new consumption sector saw a slight increase, with the Hong Kong Stock Connect Consumption 50 ETF (159268) rising by 0.4% and experiencing net inflows for four consecutive days [3] - Multiple government departments have clarified three key focuses for economic work in the second half of the year: expanding domestic demand, innovation integration, and capacity governance, with domestic demand contributing 68.8% to economic growth in the first half [5] - Major state-owned banks have committed to implementing interest subsidy policies for personal consumption loans and service industry loans, aiming to stimulate domestic demand and enhance market vitality [5] Group 3 - The white liquor sector is expected to perform well during the Mid-Autumn Festival and National Day, with a focus on leading brands and new consumption products [6] - The new consumption sector has experienced a temporary adjustment, primarily due to capital rotation and the pressure of high valuations, but the long-term trend remains positive [6] - The upcoming disclosure period for mid-year reports in the consumer goods sector is anticipated to reveal new investment paradigms, with a focus on rational quality consumption and emotional value [6] Group 4 - The Hong Kong new consumption sector has shown strong performance in the first half of the year, with a shift towards personalized and rational consumption trends supporting the market [7] - Future policy support is expected to further unleash consumption potential, particularly in sectors related to self-satisfaction and cost-effectiveness [7] - The importance of boosting domestic consumption is increasingly recognized, with policies aimed at enhancing effective demand and supporting new consumption development [7] Group 5 - The recent high-level meeting emphasized the implementation of measures to boost consumption, with childcare subsidy policies already in place and further measures expected to enhance consumer confidence [15] - The consumption ETF (159928) is characterized by its resilience across economic cycles, with the top ten constituent stocks accounting for over 68% of its weight [15] - The top four liquor stocks represent 32% of the ETF, indicating a strong focus on this sector within the consumption landscape [15]