海南自由贸易港正式启动全岛封关，港股消费ETF（159735）年内份额增长近5.4亿份

Group 1 - The Hong Kong stock market opened lower on December 18, with the Hang Seng Index down 0.54% and the Hang Seng Tech Index down 1.11% [1] - The Hong Kong Consumer ETF (159735) decreased by 0.86%, while component stocks such as Samsonite, Xtep International, WH Group, and Midea Group saw increases [1] - As of December 17, the latest circulating scale of the Hong Kong Consumer ETF (159735) was 753 million yuan, with a circulating share of 925 million shares, reflecting an increase of nearly 540 million shares year-to-date [1] - The Hong Kong Consumer ETF (159735) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which consists of 50 large-cap, liquid consumer-related stocks within the Stock Connect range [1] Group 2 - Ningbo Securities indicated that policies aimed at expanding domestic demand and promoting consumption are gradually taking effect, leading to a steady recovery in offline sales [2] - Traditional supermarkets are undergoing a new round of reform and upgrading, focusing on products and services, with initial positive results observed in their adjustments [2] - CITIC Securities highlighted that the optimization of the duty-free policy and the upcoming closure of Hainan create potential consumption growth opportunities, particularly in high-end sectors such as outbound tourism, hotels, gaming, duty-free shopping, luxury goods, high-end beauty care, and premium real estate [2]