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香港消费ETF(513590)盘中涨超1%,新消费“三姐妹”延续涨势
Xin Lang Cai Jing· 2025-06-05 02:54
Group 1 - The Hong Kong consumer sector showed positive performance in early trading, with new consumption "three sisters" continuing to rise, including Pop Mart up over 1%, and Lao Pu Gold up 0.6% [1] - The CSI Hong Kong Stock Connect Consumer Theme Index (931454) rose by 1.21%, with notable increases in stocks such as Yu Wen Group up 7.00%, Kuaishou-W up 6.07%, and Budweiser APAC up 3.80% [1] - The Hong Kong Consumer ETF (513590) increased by 1.18%, marking a three-day consecutive rise, with the latest price at 0.95 HKD [2] Group 2 - Tmall reported that during the first phase of the 618 shopping festival, the total transaction amount for home appliances, digital products, and other categories participating in national subsidies increased by 283% compared to last year's Double 11 [2] - JD.com indicated that over 500 million consumers placed orders during its shopping season, with nearly 80,000 brands seeing their transaction amounts double year-on-year [2] - Yu Wen Group announced plans to acquire a 26.67% stake in the animation production company Yihua Kaitian for 325 million RMB, increasing its total stake to approximately 31.48% [2] Group 3 - As of May 30, 2025, the top ten weighted stocks in the CSI Hong Kong Stock Connect Consumer Theme Index (931454) accounted for 76.06% of the index, including Alibaba-W, Tencent Holdings, Xiaomi Group-W, and Meituan-W [3]