港股概念追踪 | 九部门发布扩大服务消费“19条” 促消费政策有望进一步加码（附概念股）

Group 1 - The Ministry of Commerce and nine other departments have jointly issued measures to boost service consumption, indicating a stronger focus on service consumption than before [1] - The measures include 19 specific tasks across five areas, such as developing service consumption platforms, enhancing the quality of services in various sectors, and increasing financial support for service facilities [1][2] - The measures aim to address the supply-side shortage of quality services, which is a key focus of the current policy [1][3] Group 2 - The measures are expected to stimulate market vitality by providing financial support to service industry operators, thereby reducing their financing costs [2] - In August, the total retail sales of consumer goods reached 39,668 billion yuan, with a year-on-year growth of 3.4%, indicating a continuous expansion in market sales [2] - Analysts predict that the overall retail sales growth rate for the year could reach around 4.5%, reflecting the government's commitment to boosting domestic demand [2][3] Group 3 - Companies like Huazhu Group and Trip.com are expected to benefit from the recovery in tourism consumption, supported by policies aimed at enhancing service infrastructure [4] - Hong Kong Zhonglv's acquisition of stakes in tourism-related companies is anticipated to contribute additional profits, benefiting from the optimized inbound tourism policies [5] - China Duty Free's core business of providing duty-free shopping for inbound travelers is likely to see increased sales if policies facilitate easier access for tourists [6]