“国补”继续！10月将下达第四批690亿元资金，关注港股消费ETF（513230）把握消费政策红利

Group 1 - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.27%, the Hang Seng Tech Index by 0.33%, and the Hang Seng China Enterprises Index by 0.19% as of the midday close [1] - The National Development and Reform Commission has allocated the third batch of 69 billion yuan for the consumption upgrade program, with plans to release another 69 billion yuan in October, contributing to a total of 300 billion yuan for the year [1] - Short-term effects of the consumption upgrade policy are expected to stimulate domestic demand for home appliances, with production adjustments for air conditioners and washing machines indicating a recovery in demand [1] Group 2 - The consumer sector in Hong Kong is anticipated to benefit from the sales growth of consumer goods, positively impacting internet e-commerce companies [1] - The new consumption sector in the Hong Kong stock market may experience short-term fluctuations in high-frequency data, but the growth logic for quality companies remains unchanged [1] - Several related ETFs are highlighted, including the Hang Seng ETF (159920) and the upcoming listing of the Hong Kong Medical ETF (520510) on August 7 [1]