港股消费ETF（513230）跟踪中证港股通消费主题指数，一键打包新消费龙头，成分股近乎囊括港 股消费的各个领域，包括泡泡玛特、百胜中国、安踏体育、农夫山泉、万洲国际等港股消费龙头。 每日经济新闻 （责任编辑：张晓波 ） 1月6日，港股消费板块飘红，港股消费ETF（513230）现小幅微涨。持仓股中，上美股份、蜜雪集 团、TCL电子、同程旅行、泡泡玛特、布鲁可等均涨超2%，珍酒李渡、康耐特光学、新秀丽、思摩尔 国际等跌幅靠前。 海南封关后首个假日离岛免税表现靓丽，据海口海关，元旦假期（1.1-1.3）海南离岛免税金额达 7.12亿元，增长128.9%；购物人次8.35万，增长60.6%；销售件数44.2万件，增长52.4%；1月2日单日离 岛免税销售额同比增速达156.6%。据文旅部，26年元旦假期全国出游人次/出游总花费/人均花费分别为 1.42亿人次/847.89亿元/597.11元，相较24年分别增长5.2%/6.3%/1.1%。 华泰证券认为，悦己型服务消费景气度延续，短途周边游、冰雪活动、海岛度假和免税购物表现靓 丽。商品消费方面，情绪消费表现亮眼，国补品类稳健增长。展望后续，促消费政策组合拳有望持 ...

天眼查App显示，近日，厦门本秀工贸有限公司成立，法定代表人为陈文秀，注册资本100万人民币， 经营范围为一般项目：家居用品制造；家居用品销售；塑料制品制造；塑料制品销售；体育用品及器材 制造；体育用品及器材零售；互联网销售（除销售需要许可的商品）；针纺织品及原料销售；日用百货 销售；五金产品零售；玩具制造；服装服饰零售；鞋帽零售；箱包销售；珠宝首饰零售；个人卫生用品 销售；国内贸易代理；货物进出口；技术进出口。（除依法须经批准的项目外，凭营业执照依法自主开 展经营活动）。 ...

Core Insights - A new company, Guangzhou Xinmei Color Printing Co., Ltd., has been established with a registered capital of 100,000 RMB [1] Company Overview - The company specializes in a wide range of services including digital content production (excluding publishing), manufacturing of plastic products, and sales of packaging equipment [1] - Additional services offered include retail and wholesale of hardware products, stationery, sports equipment, and sponge products [1] - The company also engages in advertising production and design, information technology consulting, and project planning and public relations services [1] Industry Services - The company provides 3D printing services and sales of 3D printing materials, along with various technical services such as consulting, development, and technology transfer [1] - It also offers office services, graphic design, and sales of office supplies and lighting fixtures [1] - The company is involved in cultural and artistic event organization, trade brokerage, and conference and exhibition services [1]

天眼查App显示，近日，江门市晋福设备有限公司成立，注册资本50万人民币，经营范围为一般项目： 机械设备销售；第一类医疗器械销售；医护人员防护用品零售；体育用品及器材零售；专用设备修理； 日用杂品销售；金属工具销售；文具用品零售；办公用品销售；照明器具销售；玻璃仪器销售；塑料制 品销售；电子测量仪器销售；专用化学产品销售（不含危险化学品）；日用化学产品销售；五金产品零 售；电气设备销售；电气设备修理；仪器仪表修理；日用电器修理；通用设备修理；普通机械设备安装 服务。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：消毒器械销售。 （依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许 可证件为准）。 ...

福建板块今天走强，安记食品6连板，龙洲股份5连板，舒华体育4连板。早盘还跌超5%的福建高速午后 一度拉至涨停，随后高位震荡。消息面上，日前，《福建省关于进一步加快开发区高质量发展的若干措 施》（征求意见稿）发布，提到要加强开发区与自由贸易试验区、综合保税区、金砖创新基地、境外经 贸合作园区、福州新区等各类区域联动发展、联动创新。在"十五五"规划建议中，"高质量推进两岸融 合发展示范区建设"被明确列为重点任务。《建议》提出，厦门将着力打造万亿级产业集群、千亿级制 造业龙头企业。《建议》还提到，完善厦台海、空直航运输体系，打造"厦门-台湾-全球"通道。 ...

Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand for consumer goods, further promoting consumption in China, with a target to optimize the supply structure by 2027 and establish a high-quality development pattern by 2030 [7][8][9]. Group 1: Overall Requirements - By 2027, the plan aims to form three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots, creating a batch of high-quality consumer goods with cultural connotations and global recognition [2][8][24]. - By 2030, a high-quality development pattern characterized by positive interaction between supply and consumption is expected to be established, with a steady increase in the contribution of consumption to economic growth [9][26]. Group 2: Accelerating Innovation in New Technologies and Models - The plan focuses on key industries such as smart connected vehicles, smart home products, and modern textiles, promoting innovative applications and creating a hundred landmark products and enterprises [10][27]. - It encourages the establishment of flexible manufacturing factories and the integration of consumer data with production systems to enhance responsiveness to consumer needs [10][11][27]. Group 3: Expanding Supply of Unique and New Products - The initiative promotes the expansion of green products and encourages the development of high-efficiency, energy-saving appliances suitable for rural environments [12][29]. - It emphasizes the development of leisure and sports products, particularly in response to emerging demands in event economies and outdoor activities [12][29]. Group 4: Precise Matching of Different Consumer Needs - The plan aims to enhance the supply of quality products for infants and children, students, and the elderly, focusing on safety and functionality [15][16][31]. - It encourages the development of fashionable "trendy" products and the optimization of aging-friendly products to meet the needs of an aging population [15][16][31]. Group 5: Cultivating New Consumption Scenarios and Business Models - The plan supports the establishment of flagship stores and new concept stores, promoting product launches and enhancing the consumer experience through digital technologies [17][34]. - It encourages the development of new business models such as live e-commerce and circular e-commerce, while ensuring the quality and safety of shared consumption products [18][34]. Group 6: Creating a Favorable Development Environment - The initiative emphasizes the importance of financial support for consumer goods industries, including policies for equipment updates and trade-in programs [19][35]. - It aims to strengthen market order by addressing issues like local protectionism and enhancing regulatory measures against counterfeit products [20][36].

Core Viewpoint - The State Council's policy briefing on November 27 introduced measures to enhance the adaptability of consumer goods supply and demand, focusing on addressing mismatches in key areas and proposing initiatives to stimulate consumption [1] Group 1: Policy Measures - The implementation plan emphasizes deepening existing resources and expanding the supply of unique and new products [1] - Initiatives target new and key consumption areas such as green, health, rural, and national trends, including accelerating the R&D of special dietary foods and leisure sports products [1] - The plan includes promoting energy efficiency and water efficiency standards for consumer goods, as well as organizing exhibitions and outreach activities for quality products [1] Group 2: Market Segmentation - The policy aims to precisely match the diverse needs of different demographic groups, including children, students, and the elderly [1] - A three-year action plan for the safety of children's and students' products will be implemented, alongside upgrades for electronic information products to enhance user-friendliness [1] - Initiatives will also support independent designers and brands, promote quality elderly products, and advance home modifications for aging populations [1]

Core Viewpoint - Guangzhou Kunhai Technology Co., Ltd. has been established with a registered capital of 1 million RMB, indicating a diversification into various manufacturing and sales sectors, particularly in hardware, plastic products, and renewable energy equipment [1] Group 1: Company Overview - The registered capital of Guangzhou Kunhai Technology Co., Ltd. is 1 million RMB [1] - The company operates in multiple sectors including hardware products wholesale and manufacturing, plastic products sales and manufacturing, and daily necessities sales [1] Group 2: Business Scope - The business scope includes the wholesale and manufacturing of hardware products, plastic products, and household items [1] - The company also engages in the sales and manufacturing of home appliances, photovoltaic equipment, and components [1] - Additional activities include the wholesale of motorcycles and auto parts, as well as the sale of communication devices and electronic products [1] Group 3: Technical and Consulting Services - The company provides various technical services including development, consulting, and technology transfer [1] - It also offers information technology consulting services and engages in import and export activities [1] - Internet sales are part of the business model, excluding items that require special licenses [1]

Core Viewpoint - A new individual business named Yibin City Cuiping District Dehua Fishing Tackle Business has been established, focusing on various sales and services related to fishing and agricultural products [1] Company Summary - The business is registered with a capital of 50,000 RMB [1] - The legal representative of the business is Zeng Dehua [1] Industry Summary - The business operates in multiple areas including fishing tackle sales, livestock and fishery feed sales, feed additive sales, and machinery equipment sales [1] - It also engages in internet sales (excluding licensed goods), electronic product sales, retail of sports goods and equipment, advertising publishing, personal internet live streaming services, and sales of fishing-related materials [1] - Additional activities include manufacturing fishing tackle and sports goods, research and development of biological feed, information consulting services (excluding licensed consulting), and leisure sightseeing activities [1]

Core Viewpoint - The "Guangdong Enjoy Warm Winter, Happy Travel Guangdong" consumption season event aims to stimulate consumer spending through various direct incentives and expanded categories of eligible products [2][3][4] Group 1: Policy Features - The consumption season will run from November 2025 to March 2026, offering multiple measures to enhance consumer spending [2] - New features include a broader range of eligible products for subsidies, such as new energy vehicles, home appliances, and various sports equipment [2][3] - The initiative emphasizes brand building with five key brands: "Travel in Guangdong," "Eat in Guangdong," "Shop in Guangdong," "Enjoy Guangdong," and "Fitness in Guangdong" [2][4] Group 2: Economic Impact - The policy aims to ensure fairness by expanding the categories of products included, which is crucial for both consumers and businesses [3] - The government has allocated an additional 3.5 billion yuan for the initiative, linking funding to local performance in promoting consumption [4] - The focus is not only on immediate consumption boosts but also on long-term brand recognition and consumer loyalty [4]