港股通消费ETF华安（159285）短线走强，机构：看好新消费与传统消费白马龙头企业发展空间

Group 1: Market Performance - The consumer sector showed strong performance in early trading, with the Hong Kong Stock Connect Consumer ETF (Huashan, 159285) rising by 0.97% and the Food and Beverage ETF (516900) increasing by 0.69% [1] - The technology sector remains active, with the Sci-Tech Chip ETF (588290) up 55.66% year-to-date and the ChiNext 50 ETF (159949) up 57.23% year-to-date as of December 11 [1] Group 2: Economic Policy and Outlook - The Central Economic Work Conference held on December 10-11 emphasized the importance of domestic demand, aiming to build a strong domestic market and implement actions to boost consumption [1] - The conference plans to expand the supply of quality goods and services, optimize the implementation of "two new" policies, and remove unreasonable restrictions in the consumption sector to unleash service consumption potential [1] - The conference also aims to stabilize investment, increase the scale of central budget investments, and effectively stimulate private investment through new policy financial tools [1] Group 3: Sector Analysis - According to China International Capital Corporation (CICC), the Chinese consumer market is complex and diverse, presenting new opportunities, with significant growth potential for both new consumption enterprises and leading traditional consumer companies [1] - Guotai Junan Securities noted a clear divergence in micro-enterprise profitability, primarily concentrated in high-growth sectors such as TMT and industries benefiting from "anti-involution" policies, indicating a structural recovery driven by new economy sectors [2]