Group 1 - The Hang Seng Tech Index experienced a decline of over 1%, while the CSI Hong Kong Stock Connect Consumer Theme Index saw a slight increase of 0.02% as of the report time [1] - Among the constituent stocks, companies such as Shangmei Co., Ltd. rose by over 2%, with other notable gainers including KANAT Optics, AUX Electric, Mao Ge Ping, Xiao Cai Yuan, and Master Kong Holdings [1] - The Hong Kong Consumer ETF (159735) tracked the CSI Hong Kong Stock Connect Consumer Theme Index, which consists of 50 large-cap consumer-related stocks with good liquidity, reflecting the overall performance of consumer stocks within the Hong Kong Stock Connect [1] Group 2 - The emotional consumption market in China is rapidly growing, projected to increase from 16.3 trillion yuan in 2022 to 27.2 trillion yuan by 2025, and expected to exceed 45 trillion yuan by 2029 [1] - Over 90% of young people recognize the concept of "emotional value," with nearly 60% willing to pay for it, indicating a strong market potential driven by the younger demographic [1] - Experts believe that Chinese products and services have unique advantages in the emotional consumption sector, which is becoming a significant growth area in the overall consumption market [1] Group 3 - According to Everbright Securities, the consumption sector is expected to stabilize due to policy support and a rebound in consumer confidence, potentially leading to performance recovery and growth opportunities [2] - Leading companies in specific sub-sectors are noted for their strong resilience and competitive market positions [2]
我国情绪消费市场规模超2万亿元，港股消费ETF（159735）盘中交投活跃，机构：消费板块或将迎来业绩修复成长空间
2 1 Shi Ji Jing Ji Bao Dao·2026-01-07 02:18