2026年元旦假期旅游市场预期迎来“开门红”，聚焦港股消费ETF（513230）配置窗口

Group 1 - The Hong Kong stock market experienced a collective decline on December 15, with the Hang Seng Index down by 0.92%, the Hang Seng Tech Index down by 1.79%, and the National Enterprises Index down by 1.2% [1] - The technology sector saw widespread declines, while insurance stocks performed strongly, and the biopharmaceutical sector weakened [1] - The Hong Kong consumer sector showed slight fluctuations, with the Hong Kong Consumer ETF (513230) experiencing a minor increase, driven by stocks such as Yue Yuen Industrial, Li Ning, and Brose [1] Group 2 - Data from Qunar Travel indicates that hotel bookings in several popular domestic cities for the New Year's holiday in 2026 are expected to increase by over three times year-on-year [1] - The concert economy has significantly influenced this growth, with hotel bookings in Nanning, where concerts by artists like Hu Xia and Hua Chenyu are held, surging by 17 times [1] - The Shanghai Disneyland Resort saw a 5.2 times increase in ticket bookings, maintaining its position as the most popular attraction, while the Beijing Universal Resort also experienced a nearly threefold increase in ticket bookings [1] Group 3 - The tourism market for the 2026 New Year's holiday is anticipated to have a strong start, indicating a shift in tourism's core drivers from traditional sightseeing to a dual-driven model of performance economy and IP content [1] - Cities that can create differentiated experiences through concerts and theme parks are likely to convert short-term traffic into sustained consumer spending [1] Group 4 - Relevant popular ETFs include the Tourism ETF (562510) benefiting from holiday catalysts and the snow economy, the Food and Beverage ETF (515170) aimed at boosting domestic demand in undervalued sectors, and the Hong Kong Consumer ETF (513230) focusing on e-commerce leaders and new consumption trends [2]