GX CN CONSUME

BYD's Fangchengbao Breaks 400,000 Sales Milestone, with T7 SUV Making Significant Contribution

Xiaomi-controlled company fined 1.67 million yuan for anti-money laundering violations

BYD Ranks Fifth on the 2026 Kantar BrandZ Top 10 Most Valuable Global Automotive Brands List

Amer Raises 2026 Full-Year Guidance After Strong Q1 Results, Boosting Anta and Topoint

Apple, Huawei, Xiaomi Cut High-End Phone Prices for 618

BYD Announces Its Advanced Driver-Assistance System (ADAS) Equipped Vehicle Parc Has Exceeded 2.99 Million Units

Xiaomi will hold a 'Human x Car x Home' new product launch event on May 21 to unveil the Xiaomi YU7 GT electric vehicle

BYD's third-generation Yuan PLUS will be launched on May 21

Over 10 car companies, including BYD, have raised prices on some models

BYD applies for a vehicle seat patent to enhance the layout flexibility of smart cabins

BYD sales in China slow as overseas deliveries skyrocket

Xiaomi Co-founder Lin Bin Plans to Reduce Shareholding Starting December 2026

Pop Mart's POP BAKERY Opens First Direct-Owned Dessert Shop in Aranya, Qinhuangdao

China's Auto Patents Surge, BYD's Quarterly R&D Expenses Exceed 10 Billion Yuan

BYD launches three new energy vehicles in Bangladesh

BYD Executive Responds to Doubts Over Singular Battery Technology Route, Stating Multiple Routes Are Being Developed Simultaneously

Xiaomi's High-Strength Die-Cast Aluminum-Silicon Alloy Wins First-Class Industry Science and Technology Award

BYD launches new intelligent in-car radio with off-grid communication support

Xiaomi Officially Kicks Off its 2026 '618' Shopping Festival Promotion

BYD's Fang Cheng Bao 'Leopard' Smart Charging Pile Relaunched

FAMEGLOW

NEW GONOW RV

CH DEMETER FIN

TJCD

HAICHANG HLDG

ZHONGSHENJIANYE

51WORLD

HUISHENG INTL

INTELLIMARK W27

BAR PACIFIC

515170

512600

159843

CHIQ

02806

510630

On March 30th, the domestic demand sector, such as food and textiles, rose against the market trend. Institutions recommend paying attention to the consumer industry, believing that 2026 will be a key turning point. Renowned analyst Mu Yiling pointed out that the negative impact of real estate on consumption will weaken, and consumption will enter a stage of independent development. At the same time, the increase in foreign exchange settlement by export enterprises will enhance domestic money supply, supporting corporate profits and consumption recovery. Currently, the domestic demand sector has policy support and low valuations, and it is recommended to pay attention to related ETFs

腾讯新闻 - 财经

ChinaAMC CSI Food & Beverage Sub-Industry ETF

Harvest CSI Consumer Staples ETF

China Merchants Guozheng Food and Beverage ETF

Penghua CNI HK Connect Consumer ETF

Ping An CSI Food & Beverage Sub-Industry ETF

Hwabao WP CSI Staples Leading Leader ETF

ChinaAMC CSI HK Connect Consumption Theme ETF

Global X China Consumer

Penghua CSI HK Stock Connect Consumer Thematic ETF

China Merchants SSE Consumer 80 ETF

China Universal CSI Consumer Staples ETF

Hwabao WP CSI Food & Beverage Sub-Industry ETF

ChinaAMC SSE Consumer Staples ETF Initiating Fund

The food, textile, and other domestic demand sectors are performing well against the market trend! Institutions: Consumption is a sector that cannot be ignored in 2026

DRAG

MCHI

The Ministry of Commerce has released 16 policy measures aimed at promoting travel service exports and expanding inbound consumption. These measures cover areas such as expanding inbound tourism consumption, facilitating business activities, activating event consumption, enriching cultural and entertainment consumption, expanding health consumption, and developing education and training consumption. The policies also propose enriching inbound travel products, enhancing international exhibition services, supporting the introduction of international events, optimizing performance approval management, and promoting the integration of consumption resources, as well as launching new models such as "events + tourism" packages

Roundhill China Dragons ETF

Invesco Golden Dragon China

iShares MSCI China

CSI 300

NASDAQ Golden Dragon China Index

SSE Index

Fullgoal CSI Tourism Theme ETF

ChinaAMC CSI Tourism Theme ETF

The Ministry of Commerce released 16 measures to promote travel service exports and expand inbound consumption

000333

00300

002806

09806

China's upcoming National People's Congress, starting March 5, will focus on technology and stimulus measures to revive the economy. Officials are expected to set a 2026 growth target of 4.5-5%, indicating a tolerance for slower growth amid ongoing property and deflation issues. Investors are keen on details regarding support for innovation and domestic demand. Key areas of interest include technology, consumption, property, and bond market strategies, with expectations of increased government bond issuance to stabilize growth. The meeting could serve as a catalyst for Chinese stocks, which have been underperforming this year.

- China will hold its annual political meeting starting March 5, where officials are expected to set a growth target of 4.5% to 5% for 2026, signaling a tolerance for slower expansion amid ongoing challenges in real estate and deflation.  
- Investors are keen to learn how Beijing plans to revive consumption, support technological innovation, and provide concrete measures to stimulate domestic demand.  
- Focus areas include technology recovery, consumer support amid decreasing reliance on external demand, and efforts to curtail excessive competition and real estate issues, with potential implications for long-term economic stability.

Businesstimes News

Midea Group

MIDEA GROUP

HFCC

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

GX CN CONSUME-U

China Southern CSI All Share Real Estate ETF

Yinhua CSI Interior Real Estate Theme ETF

Yinhua MSCI China A ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

China’s policy summit puts tech, stimulus in focus for investors

The Guangzhou Municipal Bureau of Commerce announced that it will issue 50 million yuan in dining consumption vouchers before and after the Spring Festival, with subsidies of up to 15%. This move aims to promote consumption and ensure a festive experience for citizens and tourists. The government will collaborate with financial institutions and platform companies to launch more commercial vouchers to support the local economy and enhance the festive atmosphere

AASTOCKS

Guangzhou issues 50 million yuan dining consumption vouchers, with subsidies up to 15%

KWEB

ASHR

The Ministry of Commerce of China announced that in 2025, the added value of the wholesale and retail industry in the mainland will reach 14.6 trillion yuan, setting a new historical high, with a year-on-year growth of 5%, accounting for 10.4% of GDP. Among them, the retail sales of warehouse membership stores and unmanned stores maintain double-digit growth, indicating a good momentum in the development of the wholesale and retail industry, providing strong support for the comprehensive expansion of domestic demand and the construction of a strong domestic market

iShares China Large Cap

Krne Csi China Internet

Xtrk Hrvt Csi 300 Chn

Last year, the value added of wholesale and retail industries in mainland China increased by 5% year-on-year, reaching a record high of 14.6 trillion RMB

002820

China is set to implement a five-year plan from 2026 to 2030 aimed at boosting domestic consumption and addressing supply-demand imbalances. The plan includes extending interest subsidies for loans related to consumption and the service sector, alongside a 500 billion yuan guarantee program to encourage private investment. Officials emphasize a shift towards services-led demand growth, with a focus on areas like healthcare and leisure, while continuing support for goods such as electric vehicles. The initiative aims to tackle the current economic challenge of strong supply but weak demand.

- China is planning a five-year consumption promotion plan from 2026 to 2030 to address the imbalance between supply and weak demand.  
- Officials acknowledge that strong supply coupled with weak demand remains a prominent issue, with various short-term measures introduced to stimulate consumption and private investment.  
- The emphasis is shifting towards service consumption, while initiatives like subsidies for trade-ins on goods will continue, aiming to enhance domestic demand and coordination between supply and demand.

Investinglive

Guifaxiang

(ICYMI) China outlines 2026-30 plan to lift consumption, shift focus to services