XIAOMI(01810) 21世纪经济报道·2025-04-09 02:17Group 1 - The Hong Kong stock market opened lower on April 9, with the CSI Hong Kong Stock Connect Consumer Theme Index initially declining but then recovering [1] - The Hong Kong Consumer ETF (159735) experienced a decrease of 0.99% but saw a trading volume exceeding 400 million yuan and a turnover rate of over 7% [1] - Notable constituent stocks such as Xiaomi Group-W and China Feihe rose over 2%, with Uni-President China leading the gains [1] Group 2 - Jilin and Hainan provinces are actively researching measures to boost consumption, with Jilin's government discussing a special action plan to enhance consumer spending and improve living standards [1] - Hainan's government is focusing on increasing residents' income and tapping into consumer potential from demographics like "Generation Z" and the "silver economy," while also attracting international tourists [1] Group 3 - Wanlian Securities suggests that the U.S. tariffs may negatively impact China's exports in the short term, but the overall effect on China's economy will be limited due to its large scale [2] - The firm anticipates that the tariff policy will accelerate China's efforts to explore other overseas markets and boost domestic demand, particularly in sectors like catering, tourism, and retail [2] - Tianfeng Securities recommends focusing on domestic consumption trends, highlighting potential investment opportunities in the food sector, particularly in themes like "catering," "going abroad," and "raw milk turning point" [2]