港股消费主题早盘走强，港股消费ETF（159735）盘中涨超1%，年内基金份额增长逾140%

Group 1 - The Hong Kong stock market showed a strong upward trend in the morning session, with the consumer sector leading the gains, including notable increases in stocks such as Lao Pu Gold rising over 5% and Smoore International rising over 4% [1] - The Hong Kong Consumer ETF (159735) saw an intraday increase of over 1%, with a year-to-date share growth of over 140%, attracting 466 million yuan [1] - The Ministry of Industry and Information Technology and five other departments have formulated a plan to enhance the adaptability of supply and demand in consumer goods, aiming for a significant optimization of the supply structure by 2027, with the goal of creating three trillion-level consumption fields and ten hundred-billion-level consumption hotspots [1] Group 2 - The plan emphasizes the development potential of emerging technologies, the extension of market hot industry chains, and the combination of basic market scenarios with innovation, aiming to enhance the amplification effect of the primary economy and platform enterprises on consumption [1] - The targeted implementation plan is expected to have a positive long-term impact on markets such as home appliances, textiles and apparel, cultural tourism, trendy toys, and gaming [1] - The Hong Kong Consumer ETF (159735) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which selects 50 liquid and large-cap consumer-related securities from the Hong Kong Stock Connect universe to reflect the overall performance of consumer-listed companies [2]