Group 1 - The Hong Kong consumer sector is experiencing slight fluctuations, with the Hong Kong Consumer ETF (513230) down nearly 0.5% as of the report [1] - Notable performers include Samsonite, which surged over 18%, and other companies like Lao Pu Gold and Techtronic Industries, which rose over 2% [1] - The total transaction value for Tmall's Double 11 reached 540.3 billion yuan, showing steady growth compared to last year, while JD's 11.11 sales exceeded 349.1 billion yuan, marking a historical high [1] Group 2 - The recent policies from the Ministry of Finance and the National Bureau of Statistics indicate a focus on boosting consumption, with the CPI rising by 0.2% year-on-year, reversing the previous month's decline [1] - The new tax exemption policy effective from November 1 includes popular categories like mobile phones and sports goods, benefiting related companies in the Hong Kong consumer chain [1] - The digital economy is being emphasized in the "14th Five-Year Plan," promoting the integration of digital and real economies, which is expected to enhance AI applications [2]
覆盖电商、潮玩、新茶饮等赛道，港股消费ETF（513230）或与“双十一”大促形成共振
Sou Hu Cai Jing·2025-11-13 02:40