前8个月上海离境退税商品金额逾20亿元，超去年全年总量，聚焦港股消费ETF（513230）布局机遇

Group 1 - The Hang Seng Index opened down 0.32%, the Hang Seng Tech Index down 0.68%, and the National Enterprises Index down 0.42% [1] - Consumer stocks showed weakness, with Anta Sports down over 4% and Kuaishou opening down 6.3% due to regulatory scrutiny over harmful information [1] - Pharmaceutical stocks generally rebounded, with Innovent Biologics rising over 3%, and Hongteng Precision opening nearly 7% close to historical highs [1] Group 2 - In the first eight months, the amount of goods eligible for tax refunds at Shanghai's exit exceeded 2 billion yuan, surpassing the total for the previous year [1] - The Shanghai Customs reported a significant increase in tax refund applications, with 96,600 applications and a total amount of 2.07 billion yuan, representing a year-on-year growth of 168% and 83% respectively [1] - The Hongqiao Airport Customs also performed well, with 3,329 tax refund applications and a total amount of 125 million yuan, showing year-on-year increases of 140% and 31% respectively [1] Group 3 - Relevant popular ETFs include the Tourism ETF (562510), which may benefit from the upcoming Mid-Autumn Festival and National Day holidays, and the Food and Beverage ETF (515170) that focuses on core assets in the "food and drink sector" [2] - The Consumption 30 ETF (510630) covers various sub-sectors including liquor, food, beauty care, and biotechnology [2] - The Hong Kong Consumption ETF (513230) aggregates leading internet consumption stocks in Hong Kong [2]