中央定调提振新消费，港股新消费指数全新升级！

Group 1 - The central economic work conference emphasizes the importance of boosting consumption and expanding domestic demand, indicating a favorable policy environment for new consumption growth [4][5] - Structural policies are expected to enhance consumer capacity through fiscal subsidies, tax incentives, and social security improvements, particularly benefiting the elderly consumption sector [4] - The new consumption sectors, including service consumption, digital consumption, and green consumption, are set to receive significant policy support for development [4] Group 2 - Tax data shows strong growth momentum in new consumption areas, with retail sales of communication devices and home appliances increasing by 20.3% and 26.5% year-on-year, respectively [4] - The "event economy" and "silver economy" are gaining traction, with sports services and elderly care services seeing year-on-year growth of 29.7% and 33.6% [5] - Cultural tourism consumption is also thriving, with revenues from artistic performances and travel services growing by 15.6% and 10.8% year-on-year [6] Group 3 - The Hong Kong stock market offers a more balanced distribution of new consumption sectors, making it a focal point for investment in consumer stocks [7] - The newly revised CSI Hong Kong Stock Connect Consumption Theme Index aims to enhance precision and representation by focusing on 50 consumer-related securities [9] - The index upgrade includes stricter liquidity requirements and weight limits for individual stocks, ensuring better representation of the new consumption sector [12][13]