消费市场规模稳步扩大,经济增长主引擎作用明显,聚焦港股消费ETF(513230)布局机遇

Group 1 - The core viewpoint of the articles highlights the active performance of new consumption concept stocks in the Hong Kong market, with a notable increase in the overall consumption market size and its significant contribution to economic growth [1][2] - The total retail sales of consumer goods in China reached 32.4 trillion yuan from January to August this year, showing a year-on-year growth of 4.6%, which is an increase of 1.1 percentage points compared to the entire last year [1] - The contribution rate of final consumption expenditure to GDP growth in the first half of the year was 52%, an increase of 7.5 percentage points compared to the previous year [1] Group 2 - The Hong Kong Consumption ETF (513230) tracks the CSI Hong Kong Stock Connect Consumption Theme Index, encompassing leading companies in both new consumption and internet e-commerce sectors, including brands like Pop Mart, Lao Pu Gold, and Miniso [2] - The ETF features a diverse range of stocks across various consumption fields, highlighting the prominent technology and consumption attributes of the included companies [2]