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Group 1 - The China-Hong Kong Stock Connect Consumer Theme Index (931454) has risen by 1.93%, with the E Fund Hong Kong Consumer ETF (513070) experiencing a peak increase of over 2% and currently up by 1.89%, marking a potential three-day consecutive rise [1] - As of February 4, the E Fund Hong Kong Consumer ETF (513070) has reached a new high in both scale and shares since its inception, with a net inflow of 28.64 million yuan [1] - Over the past five trading days, there have been net inflows on four days, totaling 140 million yuan [1] Group 2 - Pop Mart's CEO Wang Ning announced that London will be the location for its European headquarters and that the company plans to open over 20 new standard retail stores in collaboration with Simon Property Group across the U.S. [1] - Pop Mart has conducted share buybacks, repurchasing 1.4 million shares for a total of 250 million HKD on January 19 and 500,000 shares for 96.49 million HKD on January 21 [1] - Citigroup believes that the market has undervalued Pop Mart's IP vitality and incubation capabilities, with investor confidence expected to rise due to the successful launch of new products and the recent share buyback plan [2] Group 3 - Deloitte forecasts that Hong Kong's retail sales will grow nearly 8% year-on-year to approximately 410 billion HKD in 2026, driven by strong recovery in the consumer market [2] - Key retail categories expected to drive growth include jewelry and watches (19% increase), clothing and footwear (16% increase), pharmaceuticals and cosmetics (11% increase), and department stores (10% increase) [2] - Guoyuan Securities maintains an optimistic outlook for the economic prospects in 2026, anticipating that service consumption will be the main driver of economic growth [2]