需求高景气叠加中报季窗口期，新消费个股业绩端将迎来释放，聚焦港股消费ETF（513230）布局窗口

Group 1 - The core viewpoint of the articles highlights the positive performance of the Hong Kong stock market, particularly in the consumer sector, with major indices showing slight increases on August 19 [1][2] - Pop Mart is expected to announce its interim results for the period ending June 30, 2025, with projected revenue growth of no less than 200% and net profit growth of no less than 350% for the first half of the year [1] - The consumer ETF (513230) tracks the consumption theme index and includes leading companies in both new consumption and internet e-commerce sectors, indicating a strong representation of the consumer market [2] Group 2 - The sports and entertainment category saw a year-on-year growth of 13.7% in July, with a 4.2 percentage point increase compared to the previous month, reflecting a sustained high demand for emotional consumer goods [2] - The search volume for "summer vacation" increased by 47% year-on-year, indicating a rising demand for travel during the summer season [2] - New tea beverage brands benefited from investments from major platforms in July, maintaining rapid growth in GMV, suggesting a favorable outlook for the new consumption sector [2]