港股消费ETF(159735)

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8月25日港股消费ETF(159735)份额增加800.00万份,最新份额8.50亿份,最新规模7.37亿元
Xin Lang Cai Jing· 2025-08-26 05:21
港股消费ETF(159735)业绩比较基准为经估值汇率调整的中证港股通消费主题指数收益率,管理人为 银华基金管理股份有限公司,基金经理为李宜璇,成立(2021-05-25)以来回报为-13.28%,近一个月 回报为2.54%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 来源:新浪基金∞工作室 8月25日,港股消费ETF(159735)涨3.41%,成交额1.53亿元。当日份额增加800.00万份,最新份额为 8.50亿份,近20个交易日份额增加9500.00万份。最新资产净值计算值为7.37亿元。 ...
多项消费领域贷款可享贴息,港股消费ETF(159735)涨超1%,万洲国际涨超4%
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-13 01:56
Group 1 - The core viewpoint of the articles highlights the positive performance of the Hong Kong stock market, particularly in the consumer sector, driven by new government policies aimed at stimulating consumption [1][2][3] - The Hong Kong Consumer ETF (159735) opened high and rose by 1.09%, with major constituent stocks like WH Group rising over 4% and Alibaba, Bilibili, and others increasing by over 2% [2] - The new fiscal subsidy policies for personal consumption loans and service industry loans are expected to support consumption growth, particularly in key areas such as household vehicles, education, and cultural tourism [2][3] Group 2 - The impact of consumer loans on overall consumption is currently limited, but the signal of government support in targeted sectors is significant [3] - The policies are designed to enhance both demand and supply sides of consumption, aiming to stabilize and expand consumption elasticity [3] - Analysts remain optimistic about the Hong Kong stock market, viewing it as a potential leader in a bull market, with a focus on consumer goods, technology, and innovative pharmaceuticals [3]
央行:结构性货币政策工具将突出支持提振消费等主线,港股消费ETF(159735)涨超1%,哔哩哔哩-W涨超6%
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-15 02:12
Group 1 - The Hong Kong stock market indices opened higher, with the CSI Hong Kong Stock Connect Consumer Theme Index strengthening [1] - The Hong Kong Consumer ETF (159735) rose by 1.25% with a trading volume exceeding 23 million [1] - Notable gainers among constituent stocks include Bilibili-W, which increased by over 6%, along with other companies like Techtronic Industries, Nongfu Spring, Haier Smart Home, Kuaishou-W, Li Auto-W, and Meituan-W [1] Group 2 - The Hong Kong Consumer ETF (159735) has seen a year-to-date share growth rate of 100.37% as of July 14 [1] - The ETF tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which consists of 50 large-cap, liquid consumer-related stocks within the Hong Kong Stock Connect [1] - The People's Bank of China indicated a focus on structural monetary policy tools to support technology innovation and boost consumption, enhancing economic transformation and upgrading [1] Group 3 - Everbright Securities predicts that the market will enter a new phase of upward momentum in the second half of the year, potentially surpassing the peak in the second half of 2024 [2] - The consumption sector is highlighted with three focus areas: domestic demand subsidies related to home appliances and consumer electronics, offline service consumption including dining and tourism, and new consumption trends [2]
第三批消费品以旧换新资金将于7月下达!港股消费ETF(159735)今日深度回调,实时成交额突破3200万元排名同指数第一
Mei Ri Jing Ji Xin Wen· 2025-06-26 03:25
Group 1 - The Hong Kong stock market showed a recovery in consumer sectors such as automotive, blind boxes, cultural tourism, and short videos, with significant gains in stocks like Zhongsheng Holdings, Pop Mart, and Samsonite, which rose over 3% [1] - The Hong Kong Consumer ETF (159735) has seen an average daily trading volume exceeding 53 million HKD over the past five trading days, indicating high market interest [1] - The government plans to implement the third batch of subsidies for the "trade-in" policy for consumer goods in July, emphasizing the importance of this policy in boosting consumption, which is a primary task for the government this year [1] Group 2 - Huajin Securities highlighted that the issuance of guidelines for financial support to boost and expand consumption provides strong backing for the investment value of the consumer sector [2] - The policy emphasizes the role of credit support as a main channel, enhancing structural monetary policy tools, increasing bond market financing support, and promoting equity financing to lower financing thresholds and costs for quality consumer enterprises [2]
即时零售爆炸式增长!港股消费ETF(159735)今日低开高走翻红,实时成交额突破800万元排名同指数第一
Mei Ri Jing Ji Xin Wen· 2025-06-23 02:34
Group 1 - The Hong Kong stock market opened significantly lower on June 23, but sectors such as automotive, milk tea, media, and gold jewelry saw gains, indicating resilience in consumer stocks [1] - The Hong Kong Consumer ETF (159735) recorded a real-time transaction amount exceeding 8 million, ranking first among its index, with an average transaction amount over the past five trading days exceeding 50 million, reflecting high market enthusiasm [1] - Chinese e-commerce giants are increasingly investing in a new model centered around "30-minute delivery," with the instant retail sector projected to reach 780 billion yuan in 2024 and exceed 2 trillion yuan by 2030 [1] Group 2 - The new consumption sector is benefiting from changes in retail channels and cost cycles, creating more investment opportunities, particularly through the rapid development of membership-based supermarkets [2] - The food and beverage industry is currently undergoing a valuation adjustment, with certain segments like beer and tea showing strong resilience and growth potential [2] - Policy corrections are boosting confidence in the consumption sector, highlighting the relative advantages of the new consumption sector amid pressures on traditional consumption [2]
线上消费与实体零售共振复苏!港股消费ETF(159735)今日小幅上涨,实时成交额突破1900万元排名同指数第一
Mei Ri Jing Ji Xin Wen· 2025-06-20 03:24
Group 1 - The Hong Kong stock market showed strong performance on June 20, with sectors such as film, national trends, automotive, cultural tourism, and medical beauty experiencing gains. The Hong Kong Consumer Index constituents saw significant increases, with China Ruyi up over 4%, Li Ning and Zhongsheng Holdings up over 3%, and others like MGM China, Mixue Group, Bosideng, and Giant Bio up over 1% [1] - The Hong Kong Consumer ETF (159735) recorded an average daily trading volume exceeding 60 million yuan over the past five trading days, indicating high market interest [1] - The Ministry of Commerce reported steady growth in online consumption and a recovery in physical retail. From January to May, online retail sales increased by 8.5% year-on-year, with physical goods online retail sales growing by 6.3%, accounting for 24.5% of total social retail sales [1] Group 2 - Open Source Securities highlighted the structural attractiveness of China's consumer sector in the current market environment. Traditional consumption upgrades continue, with smart home appliances reflecting consumer demand for high-quality living, while new consumption areas like health snacks and smart home products are emerging due to technological innovation [2] - Consumer behavior is increasingly emotional, with a tendency to use consumption for psychological compensation and emotional release, while also placing greater importance on local cultural identity and value resonance. This trend mirrors Japan's "fourth consumption era" that began in 2005, indicating a systemic shift in China's consumer market from "ownership" to "sharing" and "experiential" consumption [2]
消费内生动能仍需增强!港股消费ETF(159735)今日溢价交易频现,实时成交额突破1700万元排名同指数第一
Sou Hu Cai Jing· 2025-06-19 03:29
Group 1 - The Hong Kong stock market opened high but closed lower, with sectors like automotive and food & beverage showing resilience [1] - The Hong Kong Consumption ETF (159735) has seen an average daily trading volume exceeding 60 million yuan over the past five trading days, indicating high market interest [1] - The State Council Information Office emphasized that boosting consumption is crucial for economic growth and improving residents' quality of life, with new consumption models like live streaming and instant retail gaining traction [1] Group 2 - According to Zhongyin Securities, the consumption sector has diversified, with discount retail and entertainment economy being the most dynamic areas currently [2] - The discount retail sector benefits from consumers' ongoing pursuit of value for money, leading to significant revenue and profit growth for related companies [2] - The entertainment economy is driven by the rise of young consumers and content consumption upgrades, with some companies achieving revenue and net profit growth of up to 100% [2]
时尚消费发展报告发布!港股消费ETF(159735)今日显著回调,实时成交额突破5000万元排名同指数第一
Mei Ri Jing Ji Xin Wen· 2025-06-13 03:30
Group 1 - The Hong Kong stock market opened lower on June 13, with sectors such as gold jewelry, blind boxes, cultural tourism, and dining showing strong gains. Notably, Chow Tai Fook rose over 9%, while companies like Smoore International, Nongfu Spring, Tongcheng Travel, and Pop Mart also saw upward movement [1] - The Hong Kong Consumption ETF (159735) has an average daily trading volume exceeding 72 million yuan over the past 10 trading days, indicating high market interest [1] - The first China Fashion Industry Ceremony was held in Shanghai on June 12, where the China Cultural Media Group's Fashion Research Institute released the "China Fashion Consumption Development Report." The report estimates the current market size of China's fashion consumption to be between 2 trillion and 3 trillion yuan, highlighting its role as a key driver of consumption upgrade [1] Group 2 - According to Guosen Securities, the investment value of the consumption sector is gradually becoming apparent, especially as domestic consumption becomes a crucial growth support amid a complex global economic environment [2] - The consumption sector exhibits a "smile curve" characteristic, indicating that higher added value is found at both ends of the traditional and emerging business models, while the middle segment faces transformation pressures. This trend suggests that investment opportunities are more concentrated in companies with brand strength, innovation capabilities, and digitalization [2] - The internal demand-driven nature of the consumption sector provides stronger risk resistance amid external demand fluctuations and geopolitical risks [2]
情绪消费释放潜力!港股消费ETF(159735)现涨0.84%,实时成交额超3000万元排名同指数第一
Mei Ri Jing Ji Xin Wen· 2025-06-11 04:46
Group 1 - The Hong Kong stock market showed a positive trend with significant gains in sectors such as media, automotive, cultural tourism, and e-commerce, indicating a strong consumer sentiment [1] - The Hong Kong Consumption ETF (159735) rose by 0.84%, with a trading volume exceeding 30 million, reflecting high market activity and interest in consumer stocks [1] - The current consumer landscape emphasizes unique experiences as a form of social currency, with companies focusing on emotional resonance and cultural identity to connect with younger generations [1] Group 2 - New consumption trends are driven by modern consumers' dual demands for quality-price ratio and emotional value, with product quality, emotional value, and cost-effectiveness being the top three factors influencing purchasing decisions [2] - The market for trendy toys, "grain economy," and freshly brewed tea has seen a compound annual growth rate of 23%-30% over the past two years, highlighting the rapid growth of the new consumption market [2] - A survey by McKinsey indicates that Generation Z has the highest optimism regarding consumption prospects, with 78% expressing positive views [2]
“618”大促等带动起新一轮消费热潮,港股消费ETF(159735)盘中涨超1%,比亚迪股份涨超4%
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-11 02:29
Group 1 - The Hong Kong Hang Seng Index and Hang Seng Tech Index showed strong fluctuations on June 11, with the Hong Kong Consumer ETF (159735) rising over 1.4% during the day and closing up 0.96%, with trading volume exceeding 21 million yuan [1] - Among the constituent stocks, BYD Co. Ltd. rose over 4%, while other notable gainers included Zhongsheng Holdings, Yueda Group, Geely Automobile, Bilibili-W, Xpeng Motors-W, and Tongcheng Travel [1] - The Hong Kong Consumer ETF tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which consists of 50 large-cap, liquid consumer-related stocks within the Stock Connect range, reflecting the overall performance of consumer stocks in the Hong Kong market [1] Group 2 - The ongoing "618" shopping festival is driving a new wave of consumer enthusiasm, supported by the "trade-in" policy for consumer goods and promotions from major e-commerce platforms, creating a synergistic effect [1] - The Ministry of Commerce reported that as of May 31, the five major categories of consumer goods under the trade-in policy have generated sales of 1.1 trillion yuan, with approximately 175 million subsidies issued directly to consumers [1] - According to a report from China International Capital Corporation, the Chinese consumer market is currently characterized by "consumption stratification," with consumers willing to pay for "quality low prices" and "justifiable premiums" [2]