2026“国补”首单已于近期陆续送达！关注可选消费板块机会

Group 1 - The core viewpoint of the news is the launch of a new round of national subsidies for consumer goods, with a total of 62.5 billion yuan allocated to support the "trade-in" policy, aimed at boosting consumption during peak seasons like New Year's and Spring Festival [1] - The 2026 national subsidy program has optimized the range and standards of subsidies compared to 2025, adding smart glasses to the digital product category and focusing on "high-efficiency" appliances in the home appliance category [1] - The "trade-in" policy from 2024 to 2025 led to a significant increase in consumer goods sales, reaching 3.92 trillion yuan and benefiting 494 million consumers [1] Group 2 - The optional consumer ETF (562580.SH) is expected to benefit significantly from the continuation of the national subsidy policy, with a focus on sectors such as automobiles (46%) and home appliances (34%) [2] - The top ten weighted stocks in the optional consumer ETF include major companies like Midea Group, BYD, Gree Electric, and Haier Smart Home, indicating strong potential for growth in these sectors [2] - The index valuation PE-TTM stands at 23.47 times, which is in the 38.04% percentile over the past decade, suggesting a relatively attractive investment opportunity [2]