马年春节假期迎来“开门红”，消费超预期，聚焦港股通消费ETF华夏（513230）布局窗口

Group 1 - Meituan's report indicates that popular travel destinations during the 2026 Spring Festival include Beijing, Shanghai, Chengdu, Chongqing, Shenzhen, Guangzhou, Xi'an, Hangzhou, Nanjing, and Wuhan, with Yiwu, Heshan, and Zhangjiagang being the top three county-level tourism hotspots [1] - The report highlights a 76% year-on-year increase in family ticket bookings, with "multi-generational travel" emerging as a new trend, and a 79% increase in total spending on group travel during the Spring Festival [1] - During the first four days of the 2026 Spring Festival holiday, the average daily sales of key retail and catering enterprises increased by 8.6% compared to the same period in 2025, marking four consecutive years of growth [1] Group 2 - The demand for dining during the Spring Festival saw a significant increase, with Meituan reporting a 105% year-on-year growth in reservations for New Year's Eve dinners [2] - There was notable performance in lower-tier markets, with Douyin reporting a 66% increase in group buying sales in third-tier and below cities, and a 72% increase in takeaway orders in rural areas of Guangdong [2] - The growth of prepared dishes is accelerating, driven by new national standards and ongoing changes in retail channels, with leading companies leveraging supply chain advantages to capture market share [2] Group 3 - The consumption-related industry theme ETFs are being closely monitored for recovery opportunities, including the Huaxia Consumption ETF (510630) which tracks major consumption industry indices [3] - The Hong Kong Stock Connect Consumption ETF (513230) tracks the consumption theme index, providing exposure to leading new consumption companies across various sectors [3] - The Tourism ETF (562510) focuses on service consumption, excluding commodity consumption, and covers sectors such as duty-free, airlines, and hotel dining [3]