Group 1 - The Hong Kong stock consumer sector experienced a slight decline, with the Hong Kong Consumer ETF (513230) dropping over 0.5% [1] - Major stocks such as Upstream Holdings, Master Kong Holdings, and Uni-President China saw significant declines, while stocks like Weidong Gourmet and Mixue Group showed notable gains [1] - The launch of the "old-for-new" subsidy program by various platforms, including JD.com and Suning, aims to stimulate consumer spending, supported by a 625 billion yuan special government bond plan for 2026 [1] Group 2 - The tourism sector saw record high activity during the New Year holiday, with significant growth in outbound travel, surrounding tours, and duty-free shopping [1] - Huachuang Securities maintains a positive outlook on the performance of service consumption-related sectors in 2026 [1] - The Hong Kong Consumer ETF (513230) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, encompassing leading consumer stocks across various sectors, including Pop Mart, Yum China, and Anta Sports [1]
聚焦港股消费ETF（513230）布局机遇，把握“以旧换新”百亿红利
Mei Ri Jing Ji Xin Wen·2026-01-08 06:06