Core Viewpoint - The consumer sector in both A-shares and H-shares is experiencing significant gains, particularly in areas such as liquor, duty-free, dairy, and hotels, indicating a positive market sentiment and potential investment opportunities [1] Group 1: Market Performance - A and H consumer stocks are performing strongly, with the Hong Kong Stock Connect Consumer ETF (159245) reaching a peak increase of 3.94%, currently at 3.83% [1] - Key stocks include China Duty Free, which rose over 13%, and Wei Long, which increased nearly 10%, while other notable stocks like Mao Ge Ping, Pop Mart, and Mixue Group saw gains exceeding 8% [1] - The Consumption 50 ETF (515650), representing core assets in the A-share consumer sector, saw an intraday increase of 2.44%, currently at 2.35%, with major stocks like Shoulv Hotel and China Duty Free hitting the 10% limit up [1] Group 2: Economic Indicators - The National Bureau of Statistics reported that the Consumer Price Index (CPI) in October rose by 0.2% year-on-year and month-on-month [1] - The Producer Price Index (PPI) also showed positive changes both year-on-year and month-on-month, influenced by improved supply-demand relationships in certain domestic industries and the transmission of international commodity prices [1] Group 3: Future Outlook - Institutions indicate that the restructuring of global supply chains presents new uncertainties for China's external demand, highlighting the necessity to expand domestic demand and solidify the domestic supply chain [1] - There are expectations for a more significant role of central fiscal expansion in boosting consumption and promoting effective investment by 2026 [1]

Group 1 - The Hong Kong Stock Connect Consumer ETF (159245) increased by 0.28% on September 11, with a trading volume of 20.6171 million yuan [1] - The fund's shares increased by 9 million, bringing the total shares to 193 million, with a total increase of 46 million shares over the past 20 trading days [1] - The latest net asset value of the fund is 204 million yuan [1] Group 2 - The performance benchmark for the Hong Kong Stock Connect Consumer ETF is the National Index of Hong Kong Stock Connect Consumer Theme Index return rate, calculated using valuation exchange rates [1] - The fund is managed by Fortune Fund Management Co., Ltd., with Tian Ximeng as the fund manager [1] - Since its establishment on June 11, 2025, the fund has returned 5.89%, with a return of 4.45% over the past month [1]

港股通消费ETF（159245）业绩比较基准为国证港股通消费主题指数收益率(使用估值汇率折算)，管理 人为富国基金管理有限公司，基金经理为田希蒙，成立（2025-06-11）以来回报为-1.12%，近一个月回 报为-1.85%。 来源：新浪基金∞工作室 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。 8月1日，港股通消费ETF（159245）跌0.50%，成交额784.11万元。当日份额增加100.00万份，最新份额 为1.48亿份，近20个交易日份额减少7700.00万份。最新资产净值计算值为1.46亿元。 ...