九部门重磅发文，政策组合拳出击！大消费逆市拉升，低位布局正当时？

Group 1 - The consumer sector showed strong performance on September 17, with the Consumer Leader ETF (516130) rising by 0.48% [1][3] - Key stocks in the mechanical, automotive, and agricultural sectors saw significant gains, with companies like Shuanghuan Transmission and Kobot achieving daily limits, and others like Ecovacs and Guibao Pet rising over 5% [1][3] - The Ministry of Commerce and other departments announced new policies to boost service consumption, including 19 measures aimed at enhancing consumer experiences and increasing service supply [1][4] Group 2 - Analysts suggest that ongoing policy measures may further unleash consumer potential, leading to increased investment demand in related industries [3] - The Consumer Leader ETF's underlying index has a price-to-earnings ratio of 18.59, indicating a favorable long-term investment opportunity [3] - The upcoming Mid-Autumn Festival and National Day are expected to boost consumption, with local governments initiating consumption voucher programs to stimulate spending [4] Group 3 - The Consumer Leader ETF tracks a strategy index that selects leading companies from various consumer sub-sectors, focusing on high-quality firms like Kweichow Moutai and Gree Electric [4] - The ETF's top ten holdings account for approximately 70% of its total weight, highlighting its focus on large-cap stocks while also considering emerging consumer leaders [4]