Group 1 - The core viewpoint of the article emphasizes the significance of consumer trends in China, particularly in the context of the "2025 China Consumer Trend Forum" [2] - The forum highlighted the evolving landscape of consumer behavior, driven by technological advancements and changing societal values [2] - Key discussions included the impact of digitalization on consumer purchasing patterns and the increasing importance of sustainability in consumer choices [2] Group 2 - The event showcased various industry leaders and experts who shared insights on future consumption trends and strategies for businesses to adapt [2] - Notable statistics presented during the forum indicated a projected growth in the Chinese consumer market, with estimates suggesting it could reach trillions in value by 2025 [2] - The forum also addressed the challenges businesses face in meeting the demands of a more informed and environmentally conscious consumer base [2]

Group 1 - The 2026 Consumer Trends Conference and Innovation Conference was held in Beijing, showcasing the annual China Consumer Trends Report, which has been a key indicator of the Chinese consumer market for 10 years [1] - The report covers ten key industries including food and beverage, home appliances, outdoor sports, retail, health, automotive, AI, and cultural tourism, providing insights from trend foresight to practical applications [1] - The founder and CEO of Zhimo Consulting, Xiao Mingchao, highlighted a shift in business from "high-speed growth" to "high-quality growth" over the past decade, with increasing consumer recognition of local culture and brands [1] Group 2 - The 2026 Consumer Trends Report emphasizes "meaning" and "value" as the key themes for consumer behavior, indicating a shift from mere purchasing to a focus on personal experiences and the significance of consumption [1] - Expert Guan Lixin from the Ministry of Commerce Research Institute discussed the transformation of the consumer market, the challenges faced, and future trends, emphasizing the coexistence of rational and emotional needs, as well as the upgrade of aesthetic and spiritual demands [2]

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].