11月我国线下消费表现亮眼，港股消费ETF（159735）涨超1%，老铺黄金涨超2%

Group 1 - The Hang Seng Index opened with a gain of 0.9%, while the Hang Seng Tech Index rose by 1.02% [1] - The Hong Kong Consumer ETF (159735) saw an increase of 1.25% with a trading volume exceeding 19 million yuan, leading its category [1] - Notable stocks within the ETF, including Miniso, Shenzhou International, and Yum China, experienced gains of over 2% [1] Group 2 - In November, multiple economic indicators in China, including consumption, investment, and foreign trade, continued to show positive trends [2] - The offline consumption heat index increased by 12.0% year-on-year, with first, second, and third-tier cities showing growth rates of 16.6%, 9.1%, and 20.4% respectively [2] - Tianfeng Securities noted that the valuation of the consumer sector has reached a relatively low level, suggesting a need to focus on new consumption [2] - Wanlian Securities projected that by 2024, the share of service consumption in total household consumption will recover to 46%, nearing a structural critical point of 50%, indicating a phase of rapid growth for the industry [2]