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恆指公司和深證信息共同推出大灣區消費指數
恆指公司和深證信息共同推出大灣區消費指數,新推出的國證恆生大灣區消費指數(SZHKCON)可以追蹤與日常消費相關的消費品製造及服務的大灣區公司的整體表現。 該指數的選股範疇爲合資格在互聯互通下交易的深圳證券交易所A股及香港交易所上市證券。指數以流通市值加權,成份股公司權重上限爲10%。成份股公司固定爲50間,並每半年檢討一次,每季度進行比重調整。 首十大成份股: 格力電器(000651.SZ) 美的集團(000333.SZ) TCL科技(000100.SZ) 創科實業(00669.HK) 萬洲國際(00288.HK) 思摩爾(06969.HK) 華潤啤酒(0291.HK) 周大福(01929.HK) 名創優品(09896.HK) 百威亞太(01876.HK) 儘管中國聚焦消費引領經濟增長,但2024年消費僅佔中國GDP的40%。該消費佔GDP的比例仍低於主要國家平均的73%水平,反映其消費市場仍然具有持續增長的空間。值得留意的是,2025年《政府工作報告》重申以推動粵港澳大灣區建設和消費爲重點。根據萬得數據,2024年的中國社會消費品零售總額爲48.789萬億元人民幣,其中大灣區的11個城市佔比達8.8%。(su/w) ~
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