春节消费市场迎来政策与活动“双重升温”，聚焦港股通消费ETF华夏（513230）布局窗口

Group 1 - The central and local governments are implementing a series of subsidies and activities to boost consumption during the Spring Festival, including the launch of the 2026 National Spring Festival Cultural and Tourism Consumption Month with around 30,000 cultural and tourism activities and over 360 million yuan in consumption vouchers [1] - Beijing's municipal finance is investing 16.95 million yuan in the "Beijing Cultural Consumption Promotion Action," leveraging over 55 million yuan from platforms and related enterprises, with total subsidies expected to exceed 70 million yuan [1] - Shanghai will offer discounts on tickets for 60 popular attractions, with prices reduced to half, alongside various Spring Festival promotions [1] Group 2 - According to Huaxi Securities, the 2026 Spring Festival tourism market is expected to set a record for the hottest Spring Festival due to factors like extended holidays, the popularity of family travel, and an increase in reverse travel from foreign tourists [2] - The consumption ETF Huaxia (513230) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which includes leading companies in traditional services like hospitality and dining, as well as high-elasticity assets and high-dividend stocks [2] - The index encompasses major consumer sectors in Hong Kong, including brands like Pop Mart, Yum China, Lao Pu Gold, Anta Sports, Nongfu Spring, and Mixue Ice City [2]