“中国购”持续升温，入境游正逐步“下沉”，聚焦旅游ETF（562510）和港股消费ETF（513230）布局机遇

Group 1 - The core viewpoint of the articles highlights the expansion of the 240-hour visa-free transit policy in China, leading to an increase in foreign tourists exploring lesser-known cities for in-depth travel experiences [1] - Data from Qunar Travel indicates that the number of cities booked by foreign tourists during the summer reached 144, an increase of 16 cities year-on-year, with new destinations primarily being cooler cities known for natural beauty [1] - The growth in foreign tourist destinations signifies a trend towards "lower-tier" cities, which are attracting visitors due to their unique cultural experiences and natural landscapes, thereby boosting local tourism and consumption markets [1] Group 2 - The National Taxation Administration reported a significant increase in the number of domestic tax refund stores, exceeding 7,200, with a 186% year-on-year growth in the number of people enjoying tax refunds, and a 94.6% and 93.2% increase in sales and refund amounts respectively [1] - Debon Securities' research suggests that supply-side innovations in the consumption sector are creating demand, indicating a more sustainable approach compared to traditional demand-side policies [1] - The rise of offline cultural tourism and dining consumption, driven by trends like "supermarkets" and "trendy toys," has provided a vibrant boost to summer consumption [1][2]