---
title: "Institutions claim that future consumption may gradually stabilize, focusing on the opportunities in the Hong Kong Stock Connect Consumption ETF ChinaAMC (513230)"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/280947394.md"
description: "The Hong Kong Stock Consumption ETF ChinaAMC (513230) fell nearly 1.5% in the morning session on March 30, but its scale has reached 471 million yuan, attracting 103 million yuan in the past 10 trading days. With the implementation of the spring break policy, the consumption market is expected to recover, especially the travel demand from parent-child families will drive consumption growth in various fields such as cultural tourism and dining. Both Zhongyou Securities and Huayuan Securities stated that future consumption may gradually stabilize, and related sectors are expected to welcome an increase"
datetime: "2026-03-30T03:03:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/280947394.md)
  - [en](https://longbridge.com/en/news/280947394.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/280947394.md)
---

# Institutions claim that future consumption may gradually stabilize, focusing on the opportunities in the Hong Kong Stock Connect Consumption ETF ChinaAMC (513230)

On March 30th, the Hong Kong stock market's consumer sector weakened in early trading, with the Hong Kong Stock Connect Consumption ETF ChinaAMC (513230) down nearly 1.5%. As of March 27th, the scale of the Hong Kong Stock Connect Consumption ETF ChinaAMC (513230) reached 471 million yuan, attracting 103 million yuan in nearly 10 trading days, making it highly favored by investors.

Recently, many regions have announced spring break policies for primary and secondary schools, with some areas forming a continuous holiday of 6 to 8 days by connecting with the Qingming and May Day holidays. The implementation of spring break may effectively stimulate incremental consumption across multiple sectors, injecting new vitality into the consumer market. The driving effect of spring break on consumption is primarily reflected in the precise activation of travel demand among parent-child families. This concentrated demand for parent-child consumption not only directly boosts the cultural tourism industry but also radiates to related fields such as dining, retail, outdoor equipment, and cultural creative products, promoting coordinated development along the industrial chain and extending consumption growth from a single field to multiple fields, forming a comprehensive consumption growth pattern.

Zhongyou Securities pointed out that the expectation of consumer promotion policies being introduced may gradually lead to an increase in related sectors, marking the "policy implementation speculation" phase. With the introduction of policies, residents' income expectations are expected to improve, and future consumption may gradually stabilize, with cyclical sectors likely to see a recovery. Huayuan Securities noted that the vigorous development of emerging consumer goods reflects the new consumption concepts cultivated by the new generation of young people in the current social environment, and correctly interpreting this new consumption narrative is a key factor in capturing the growth of new consumer companies.

The Hong Kong Stock Connect Consumption ETF ChinaAMC (513230) tracks the CSI Hong Kong Connect Consumption Theme Index, which covers leading companies in traditional service industries such as hospitality and dining, as well as high-elasticity assets like trendy toys and gold jewelry, and high-dividend targets such as sportswear and white goods. The constituent stocks almost encompass all areas of Hong Kong's consumer sector, including leading consumer companies such as Pop Mart, Yum China, Lao Pu Gold, Anta Sports, Mao Ge Ping, Nongfu Spring, and Mixue Ice City.

Daily Economic News

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