港股消费板块高开高走，新消费标的纳入重要指数，关注港股消费ETF易方达（513070）布局机会

Core Viewpoint - The Hong Kong consumer sector is experiencing positive momentum, with significant gains in key stocks and the recognition of new consumption brands in major indices [1] Group 1: Market Performance - The CSI Hong Kong Stock Connect Consumer Theme Index rose by 1.8% as of 10:05 AM, with notable increases in stocks such as Li Ning (over 5%), Alibaba-W, and Miniso (over 4%), and Meituan-W and Lao Pu Gold (over 2%) [1] - The inclusion of Pop Mart in the Hang Seng Index, effective from September 8, indicates a growing market acceptance of new consumption brands [1] Group 2: Industry Trends - The new consumption sector is showing strong performance, exemplified by Pop Mart's projected revenue of 13.88 billion yuan for the first half of 2025, representing a year-on-year growth of 204%, and an adjusted net profit of 4.71 billion yuan, up 372% year-on-year [1] - The CSI Hong Kong Stock Connect Consumer Theme Index includes leading companies across various sectors such as tourism, trendy toys, e-commerce, and consumer electronics, with a rolling P/E ratio of 21.3, which is below the 20th percentile since its launch in 2020 [1] Group 3: Investment Opportunities - The E Fund Hong Kong Consumer ETF (513070) offers T+0 trading and a low management fee of 0.15% per year, providing investors with an opportunity to capitalize on the trends of quality and personalized consumption [1]