Group 1 - The core viewpoint of the article is the launch of the SOL China Consumption Trend ETF by Shinhan Asset Management in collaboration with Solactive, aimed at capturing growth in the Chinese consumer market [1][4] - The ETF tracks the Solactive-KEDI China Consumption Trend Index, which focuses on the growth dynamics of the consumer market in mainland China and Hong Kong [1][4] - The index is designed to select and track the top ten consumer or consumer staples companies listed in Hong Kong based on liquidity and growth, with a minimum rolling sales growth rate of 10% [2][3] Group 2 - The index composition includes companies such as 361 Degrees International, Alibaba Pictures, Anta Sports, and others, reflecting a diverse range of sectors including retail, dining, and entertainment [3] - The ETF is set to be listed on the Korean Exchange on November 25, 2025, highlighting the importance of domestic consumption in China's economic transition from export-driven to consumption-driven growth [4][5] - The ETF is positioned as the only "new consumption" ETF in Korea, providing investors with exclusive access to the emerging Chinese consumer market [5]

Group 1: Core Insights - South Korean asset management firm Shinhan Asset Management has launched the SOL China Consumption Trend ETF, which tracks the Solactive-KEDI China Consumption Index to capture growth in the consumer markets of mainland China and Hong Kong [1][5] - The ETF is set to be listed on the Korean Exchange on November 25, 2025, highlighting the importance of domestic consumption in China and the structural shift from export-driven growth to consumption-driven economy [5] Group 2: Index Composition and Methodology - The Solactive-KEDI China Consumption Index selects and tracks the top ten consumer discretionary or staples companies listed in Hong Kong based on liquidity and growth, including sectors like retail, dining, and entertainment [2][3] - Eligible constituents must have a rolling twelve-month sales growth rate of at least 10%, with the scoring based 30% on market capitalization and 70% on sales growth rate [2][3] Group 3: Current Index Constituents - As of now, the index includes companies such as 361 Degrees International Ltd, Alibaba Pictures Group Ltd, Anta Sports Products Ltd, and others, reflecting a diverse range of consumer sectors [4] Group 4: Investment Trends - In the past month, South Korean investors have shown significant interest in Chinese stocks, particularly in sectors like semiconductors and electric vehicles, with net purchases amounting to approximately $46.32 million in the Global X China Semiconductor ETF [6][8] - Cumulatively, since the beginning of 2025, South Korean investors have engaged in transactions totaling $10.32 billion in Hong Kong and A-shares, making China the second most favored overseas market after the United States [8]

【导读】韩国资产管理机构推出 ETF 追踪中国消费趋势指数 中国基金报记者 吴娟娟 11 月 25 日， Solactive 于官网宣布与新韩资产管理公司（ Shinhan Asset Management ）合作推出 SOL 中国消费趋势 ETF ，跟踪 Solactive-KEDI 中国消费趋势指数，以捕捉中 国内地及香港消费市场的增长动力。 新韩资产管理创立于 1996 年，为韩国排名靠前的资产管理机构。该公司对中国市场多有布 局。例如， 2015 年它推出了布局中国内地资产的 RQFII 基金。 Solactive 为总部位于德国 的指数公司，以灵活响应机构需求、提供定制化的指数闻名。 截至目前，指数成份股包括 361 度国际、阿里影业、安踏体育、达美乐披萨、老铺黄金、蜜 雪冰城、泡泡玛特、澳博控股、应星控股、巨星传奇等。 该 ETF 于 2025 年 11 月 25 日在韩国交易所上市。 Solactive 首席市场官 Timo Pfeiffer 表示： ETF 凸显了中国国内消费的重要性及中国从出 口导向增长向消费驱动经济的结构性转变。 Solactive-KEDI 中国消费趋势指数为投资者提 供 ...