“一键买入”泡泡玛特、老铺黄金，韩国巨头出手

Core Viewpoint - The article discusses the launch of the SOL China Consumption Trend ETF by Shinhan Asset Management in collaboration with Solactive, aimed at capturing growth in China's domestic and Hong Kong consumer markets [2][5]. Group 1: ETF Launch and Purpose - The SOL China Consumption Trend ETF is designed to track the Solactive-KEDI China Consumption Trend Index, reflecting the rebound in domestic consumption supported by government policies [2][5]. - The ETF highlights the structural shift in China's economy from export-driven growth to consumption-driven growth, providing investors with a transparent, data-driven way to participate in this transition [5]. Group 2: Index Composition and Methodology - The Solactive-KEDI China Consumption Index selects and tracks the top ten consumer discretionary or staples companies listed in Hong Kong based on liquidity and growth, including sectors like retail, dining, and entertainment [3]. - Eligible stocks must have a rolling twelve-month sales growth rate of at least 10%, with the index weighted 30% by market capitalization and 70% by sales growth rate, differing from traditional market cap indices [3]. Group 3: Current Index Constituents - As of now, the index includes companies such as 361 Degrees International, Alibaba Pictures, Anta Sports, and Pop Mart International, among others [4]. Group 4: Investment Trends - In the past month, South Korean investors have significantly increased their net purchases of various Chinese stocks and ETFs, with notable investments in the Global X Semiconductor ETF and other technology-related products [8][9]. - Cumulatively, since the beginning of 2025, South Korean investors have engaged in transactions totaling $10.323 billion in Hong Kong and A-shares, making China the second most favored overseas market after the United States [9].