封关红利释放，假日消费亮眼，聚焦港股消费ETF（513230）布局机遇

Group 1 - The Hong Kong stock consumer sector showed positive performance, with the Hong Kong Consumer ETF (513230) experiencing a slight increase. Notable stocks such as Shunmei Holdings, Mixue Group, TCL Electronics, Tongcheng Travel, Pop Mart, and Blucoco rose over 2%, while stocks like Zhenjiu Lidu, KANAT Optical, Samsonite, and Smoore International faced significant declines [1] - The first holiday after Hainan's customs closure saw impressive results in duty-free shopping, with sales amounting to 712 million yuan during the New Year's holiday (January 1-3), marking a 128.9% increase. The number of shoppers reached 83,500, up 60.6%, and the number of items sold was 442,000, a 52.4% increase. On January 2, the single-day duty-free sales growth rate reached 156.6% [1] - According to Huatai Securities, the demand for self-care service consumption remains strong, with short-distance travel, ice and snow activities, island vacations, and duty-free shopping performing well. In terms of product consumption, emotional spending showed significant growth, and the health supplement category experienced steady growth. Looking ahead, a combination of consumption-promoting policies is expected to continue driving growth, alongside the emergence of new consumption models [1] Group 2 - The Hong Kong Consumer ETF (513230) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, effectively bundling leading consumer stocks across various sectors, including Pop Mart, Yum China, Anta Sports, Nongfu Spring, and WH Group [2]