Earnings season verification combined with improved valuation attractiveness, focus on low-fee Hong Kong Stock Connect consumer ETF Easyfunds (513070) allocation opportunities

GateUser-bd883c58 · 2026-03-16T14:31:22+00:00

On March 16, the Hong Kong stock consumer sector rose 1.3%, with stocks such as Brucio and Chabaidao performing outstandingly. Market sentiment has warmed up, and annual reports and quarterly reports are expected to validate corporate profitability quality and improve market expectations. The China Securities Hong Kong Stock Connect Consumer Index is trading at a historically low P/E ratio, presenting allocation value, and the E Fund Consumer ETF has low fees, facilitating low-cost investment for investors.

GateUser-bd883c58

2026-03-16 14:31:22

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On March 16, the Hong Kong stock consumer sector fluctuated and strengthened. As of 3:00 PM, the CSI Hong Kong Stock Connect Consumer Index rose by 1.3%. Among the constituent stocks, Blueko and Tea Baidao increased by over 8%, Mixue Group rose by over 7%, and Mao Geping and Guming increased by over 5%.

In terms of news, the negative catalysts in the consumer sector have passed, and market sentiment is gradually easing. The upcoming release of annual and first-quarter reports will verify corporate profitability and may also disprove the pessimistic expectations of a sharp slowdown for new consumer leaders. The sector is expected to see a dual window of fundamental validation and sentiment recovery.

The CSI Hong Kong Stock Connect Consumer Theme Index covers traditional service industry leaders such as hospitality and catering, as well as high-elasticity assets like trendy toys and gold jewelry, and high-dividend targets like sportswear and white goods. As of March 13, the index’s rolling P/E ratio was 16.6 times, the lowest percentile since its launch in 2020, highlighting its investment value.

The ETF tracking this index, the E Fund Hong Kong Stock Connect Consumer ETF (513070, Connect Fund A/C: 018103/018104), has a management fee of only 0.15% per year. It is the only low-cost Hong Kong stock consumer ETF in the market, helping investors bundle leading Hong Kong consumer stocks at low cost.

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