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9月24日港股消费ETF(159735)份额减少700.00万份
Xin Lang Cai Jing· 2025-09-25 01:04
9月24日,港股消费ETF(159735)涨1.84%,成交额7239.83万元。当日份额减少700.00万份,最新份额 为9.52亿份,近20个交易日份额增加5300.00万份。最新资产净值计算值为8.47亿元。 来源:新浪基金∞工作室 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-11.01%,近一个月 回报为4.95%。 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。 ...
全国国庆文旅消费月将启动,港股消费ETF(159735)盘初交投活跃,机构:中秋国庆消费有望得到提振
Group 1 - The Hong Kong stock market, including the Hang Seng Index and Hang Seng Tech Index, opened lower on September 22, with the Hong Kong Consumer ETF (159735) down 0.11% and a trading volume exceeding 12 million [1] - The Hong Kong Consumer ETF tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which consists of 50 liquid and large-cap consumer-related stocks within the Stock Connect range, reflecting the overall performance of consumer stocks in Hong Kong [1] - The Ministry of Culture and Tourism announced a three-year action plan to boost cultural and tourism consumption, coinciding with the upcoming 8-day holiday period that includes the National Day and Mid-Autumn Festival, indicating a potential surge in tourism [1] Group 2 - Century Securities highlighted that the 8-day holiday period is expected to drive growth in the "Golden Week" tourism market, with a recommendation to focus on undervalued sectors such as hotels, dining, and tourism [2] - Dongxing Securities noted that consumption during the Mid-Autumn and National Day holidays is likely to be boosted by new consumption policies, with cities starting to distribute consumption vouchers, which could enhance domestic consumption [2] - The overall demand recovery in the consumer sector, particularly in the dining industry, is anticipated to grow alongside tourism and sports economies in the second half of the year [2]
9月16日港股消费ETF(159735)份额减少1300.00万份,最新份额9.69亿份,最新规模8.51亿元
Xin Lang Cai Jing· 2025-09-17 16:48
9月16日,港股消费ETF(159735)涨1.39%,成交额1.76亿元。当日份额减少1300.00万份,最新份额为 9.69亿份,近20个交易日份额增加1.30亿份。最新资产净值计算值为8.51亿元。 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-12.18%,近一个月 回报为5.26%。 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 ...
国办进一步完善旅游市场综合监管机制,港股消费ETF(159735)涨超1%,成交额暂居同标的第一
Group 1 - The Hang Seng Index opened high on September 16, with the automotive and consumer sectors leading the gains [1] - The Hong Kong Consumer ETF (159735) rose by 1.50%, with a trading volume exceeding 50 million, making it the top performer among its peers [1] - The latest circulating scale of the Hong Kong Consumer ETF (159735) reached 860 million, marking a historical high [1] Group 2 - The State Council issued a notice to strengthen comprehensive regulation of the tourism market, proposing 16 specific measures to enhance regulatory mechanisms and improve the consumer experience [2] - The notice aims to address issues disrupting the tourism market and protect tourist rights, promoting high-quality development in the tourism industry [2] - Open-source securities suggest focusing on leading companies that align with the "emotional consumption" theme, highlighting four investment lines: jewelry, offline retail, cosmetics, and medical aesthetics [2] Group 3 - The upcoming National Day and Mid-Autumn Festival holiday is expected to boost the tourism market, with potential for extended travel periods due to "leave-packing" strategies [3] - Recommendations include focusing on undervalued sectors such as hotels, dining, and tourism [3]
机构认为中秋国庆消费有望得到提振,港股消费ETF(159735)规模创历史新高,哔哩哔哩
Group 1 - The Hong Kong stock market showed a low opening followed by a rise, with the Hong Kong Consumer ETF (159735) experiencing a slight decline of 0.46% as of the report, with a trading volume exceeding 24 million [1] - The latest circulating scale of the Hong Kong Consumer ETF (159735) reached 853 million yuan, marking a historical high and leading among similar products, with a circulating share of 982 million [1] - The Hong Kong Consumer ETF (159735) 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 [1] Group 2 - The Ministry of Finance reported that approximately 420 billion yuan has been allocated to stimulate consumption, resulting in sales exceeding 2.9 trillion yuan by the end of August [2] - Rural retail sales of consumer goods have increased by 24% since the beginning of the 14th Five-Year Plan, supported by various fiscal policies aimed at enhancing consumption [2] - Direct subsidies for childcare and elderly services, as well as interest subsidies for personal consumption loans, have been introduced to direct resources towards the consumption sector [2] Group 3 - Dongxing Securities anticipates a boost in consumption during the Mid-Autumn Festival and National Day, with Zhejiang's consumption policy breakthroughs likely to be emulated by other regions [3] - The issuance of consumption vouchers by various cities is expected to invigorate domestic consumption, particularly in the second half of the year [3] - The overall recovery of the consumption sector, especially in the catering industry, is projected to grow alongside tourism and sports economies [3]
港股消费主题表现亮眼,港股消费ETF(159735)涨逾1.5%创近5个月新高,连续6周实现资金净流入
Mei Ri Jing Ji Xin Wen· 2025-09-12 02:08
Core Viewpoint - The Hong Kong stock market opened significantly higher, with the Hang Seng Index rising over 1%, driven by strong performance in consumer-related stocks, indicating a positive market sentiment and potential investment opportunities in the consumer sector [1] Group 1: Market Performance - The Hang Seng Index increased by more than 1%, with notable gains in Alibaba-W (approximately 7%), Tencent Holdings, XPeng Motors-W, Kuaishou-W, Li Auto-W, and Haier Smart Home, all rising over 2% [1] - The Hong Kong Consumer ETF (159735) rose over 1.5%, reaching a nearly five-month high in its secondary market price [1] - The Consumer ETF has seen continuous net inflows for six weeks, with the latest share count reaching 982 million, marking a historical high [1] Group 2: Economic Policies and Outlook - Current nationwide fertility stimulus policies are accelerating, with significant signals from central finance expected to encourage local governments to follow suit, which may help bolster consumer confidence [1] - The outlook for the Hong Kong stock market remains optimistic, with data indicating improved mid-year earnings and the highest earnings forecast rate in three years, suggesting that the profitability of "new economy" stocks in Hong Kong may improve ahead of A-shares [1] Group 3: ETF Details - The Hong Kong Consumer ETF (159735) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which selects 50 consumer-related securities with good liquidity and large market capitalization from the Hong Kong Stock Connect universe [1] - This index aims to reflect the overall performance of consumer-related listed companies within the Hong Kong Stock Connect [1] - Investors can utilize the Hong Kong Consumer ETF (159735) to gain exposure to upward opportunities in the Hong Kong consumer sector [1]
港股消费ETF(159735)涨近1%,中升控股涨超9%,机构:消费领域呈现出鲜明的结构性机遇
华泰证券研报表示,在新需求、新场景、新模式的共同催化下,消费领域呈现出鲜明的结构性机遇:需 求端加速向情感化、个性化升级,潮玩、美妆等高情绪价值品类增长显著;场景端服务+产品逐渐融 合,推动"人货场"关系持续重构,拓宽消费边界;国货品牌凭借商业模式创新与渠道效率构建强大用户 生态,实现加速崛起。建议重点关注兼具渗透率提升潜力、供给端能力跃迁及政策支持的细分品类,自 下而上看好具备体验价值和规模效应,产品力/渠道力/品牌力皆较为突出的龙头企业,把握新消费新阶 段的集中化、品牌化趋势。 热门ETF中,截至发稿,港股消费ETF(159735)涨0.94%。成分股方面,中升控股涨超9%,老铺黄 金、理想汽车-W、中国旺旺、李宁等多股涨幅居前。 资金流向方面,Wind数据显示,港股消费ETF(159735)近5日"吸金"超6200万元。 港股消费ETF(159735)跟踪中证港股通消费主题指数,该指数选取港股通范围内流动性较好、市值较 大的50只消费主题相关股票组成指数样本,采用自由流通市值加权,以反映港股通内消费类股票的整体 表现。 消息面上,据微信公众号"绍兴发布"消息,浙江绍兴9月2日召开新闻发布会,介绍该市即将 ...
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%
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%
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]