国庆中秋假期国内出游总消费达8090亿元，消费呈回暖迹象，聚焦港股消费ETF（513230）布局机遇

Group 1 - The core viewpoint of the articles highlights a recovery in consumer spending during the recent National Day holiday, with significant increases in domestic travel and retail sales [1][2] - During the 8-day holiday, 888 million domestic trips were made, an increase of 123 million trips compared to the 7-day holiday in 2024, with total domestic travel consumption reaching 809 billion yuan, up by 108.19 billion yuan [1] - The Hong Kong Stock Exchange's consumer ETF (513230) saw a decline of 1.86%, with notable performers including Smoore International and China Resources Beverage, while companies like Bilibili and XPeng Motors faced declines [1] Group 2 - The report from Guotai Junan Securities indicates that self-driving travel has become the mainstream choice, with an increase in long-distance travel, and key cities like Beijing and Shanghai showing a rise in retail sales during the holiday [2] - Data from the Ministry of Commerce shows that sales from key retail and catering enterprises increased by 3.3% year-on-year in the first four days of the holiday, confirming the release of consumer demand during this period [2] - The Hong Kong consumer ETF tracks the CSI Hong Kong Stock Connect Consumer Theme Index, encompassing a wide range of sectors including e-commerce leaders and new consumption brands, highlighting a strong tech-consumer attribute [2]