“最长春节”点燃消费热潮 港股通消费ETF易方达（513070）已连续8个交易日获资金净流入

Core Viewpoint - The 2026 Spring Festival is expected to have the "longest" holiday of 9 days, leading to a significant boost in consumer activity across various sectors [1] Group 1: Travel and Movement - During the first 20 days of the Spring Festival travel period, the total cross-regional movement of people reached 5.08 billion, averaging 250 million per day, marking a historical high for the same period [1] Group 2: Entertainment and Dining - The number of movie screenings during the Spring Festival exceeded 4.34 million, setting a new record in Chinese film history [1] - Daily sales of major retail dining enterprises increased by 10.6% compared to the two days before the 2025 festival, with foot traffic and revenue in 78 monitored pedestrian streets rising by 23.2% and 33.2% year-on-year, respectively [1] Group 3: Investment Opportunities - A recovery trend in consumer spending is evident, attracting market attention to related investment indices. The CSI Hong Kong Stock Connect Consumer Theme Index includes traditional service industry leaders as well as high-elasticity assets like trendy toys and gold jewelry, along with high-dividend stocks in sportswear and white goods, indicating a high purity level [1] - As of February 13, the rolling price-to-earnings ratio of the index was 18.6 times, positioned at the 4.5% percentile since its launch in 2020 [1] - The E Fund Hong Kong Stock Connect Consumer ETF (513070) has a management fee rate of 0.15% per year, making it the only low-fee product in the market for Hong Kong consumer ETFs. Data from Wind shows that this product has seen a net inflow of over 1.2 billion in the last 8 trading days [1]