这类基金，申报数激增！

Core Viewpoint - In the second quarter, the number of consumer-themed fund applications surged significantly, reflecting a shift in market focus from export-driven growth to domestic demand, supported by favorable policies aimed at boosting consumption [1][3][8]. Group 1: Fund Application Trends - The number of consumer-themed funds submitted for approval increased threefold compared to the previous quarter [2]. - As of June 27, 16 consumer-themed funds were submitted since April, with 7 already approved, compared to only 4 in the first three months of the year [4]. - These 16 funds came from 14 different fund management companies, including 8 index funds, 5 mixed funds, 1 stock fund, and 2 QDII funds, with a focus on Hong Kong stock consumption themes [5]. Group 2: Market Dynamics and Investment Opportunities - The consumer sector has attracted significant attention from institutional investors, leading to a surge in research and analysis of new consumption trends, such as the "Guzi Economy" and pet economy [6][9]. - The consumer sector is expected to experience a "Davis Double-Click" effect, driven by supportive policies, performance improvements, and valuation recovery [7][8]. - The potential for growth in the middle and lower-income consumer segments remains largely untapped, with expectations for increased domestic demand incentives from the government [8][9]. Group 3: Sector Performance and Investment Strategy - The A-share consumer sector has shown signs of divergence, with strong growth in the beauty and personal care industry, while home appliances and food and beverage sectors have underperformed [9]. - In the Hong Kong market, emerging industries such as trendy toys, tea drinks, and jewelry have stood out as highlights in the consumer sector [9].