Core Viewpoint - The "Annual Excellence Brand Power IPO" awards recognize new listed companies with strong brand innovation capabilities and high penetration rates in the capital market, based on a comprehensive evaluation of brand awareness, recognition, and reputation over the past year [4]. Group 1 - The "Annual Excellence Brand Power IPO" award was presented to five companies: Bruker (00325.HK), Green Tea Group (06831.HK), Mixue Group (02097.HK), Weisheng Pharmaceutical-B (02561.HK), and Meet Xiaomian (02408.HK) [1]. - The evaluation process involved quantitative data analysis and a panel of experts to determine the final results [4]. - The awards aim to create a reference for the most valuable listed companies and unicorns in the investment community, covering all listed companies on major exchanges including the Hong Kong Stock Exchange, Shanghai Stock Exchange, Shenzhen Stock Exchange, New York Stock Exchange, and NASDAQ [4].

智通财经APP获悉，港股今早冲高回落，恒指及国指午后一度翻绿，恒科指数则表现最佳，盘中最高涨 超1%。截止收盘，恒生指数涨0.43%或111.24点，报25801.77点，全日成交额为1697.77亿港元；恒生国 企指数涨0.43%，报8939.68点；恒生科技指数涨0.87%，报5526.83点。 华泰证券指出，当前市场依然在左侧布局区间，右侧拐点尚未清晰。市场对春季躁动提前的一致预期较 强，但港股年底仍有供需压力，"Santa rally"有不确定性，一季度或是胜率更高的阶段。行业上，锂 矿、铜、航空及酒店盈利预期上修，或进入配置窗口；科技中AI龙头、困境反转的本地生活龙头和L3 落地后新品进展提供左侧布局机会。 蓝筹股表现 中芯国际(00981)领涨蓝筹。截至收盘，涨5.92%，报68.9港元，成交额62.76亿港元，贡献恒指27.67点。 中邮证券近期研报指出，今年以来，除去人工智能，其他主流应用市场温和增长或回稳。在国内产业链 切换迭代过程中，公司紧抓机会，成为客户稳定供应商，使得公司现在和可预测未来订单获得可持续的 保障。 其他蓝筹股方面，紫金矿业(02899)涨5.3%，报35.38港元，贡献恒 ...

港股新消费概念股涨幅居前，蜜雪集团(02097.HK)涨超5%，泡泡玛特(09992.HK)、老铺 黄金 (06181.HK)双双涨超4%，布鲁可(00325.HK)、古茗(01364.HK)、理想汽车(02015.HK)等个股跟涨。 ...

Group 1 - The Hong Kong new consumption sector continued to strengthen in the afternoon on December 22, with significant gains observed in several companies [2] - Mixue Group (02097.HK) saw an increase of over 13% [2] - Lao Pu Gold (06181.HK) rose by 6% [2] - Pop Mart (09992.HK) experienced a 4% increase [2]

12月22日，港股市场新消费概念股走强，其中，蜜雪集团涨近10%，老铺黄金涨超5%，锅圈涨超4%， 布鲁可、泡泡玛特、古茗涨超3%，沪上阿姨、毛戈平、卫龙美味涨超2%。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 02097 | 奢雪集团 | 9.97% | 434.400 | 1649.06亿 | 114.52% | | 06181 | 老铺黄金 | 5.24% | 692.500 | 1221.49亿 | 209.43% | | 02517 | 锅圈 | 4.49% | 3.490 | 91.95亿 | 96.09% | | 00325 | 布鲁可 | 3.75% | 71.850 | 178.58亿 | 19.06% | | 09992 | 泡泡玛特 | 3.58% | 199.800 | 2683.2亿 | 125.10% | | 01364 | 古客 | 3.04% | 25.060 | 595.97亿 | 178.14% | | 02589 | 沪上阿姨 | 2.84% | 94. ...

本文源自：金融界AI电报 港股新消费板块震荡走强，蜜雪集团(02097.HK)涨超10%，老铺黄金(06181.HK)、锅圈(02517.HK)双双 涨超5%，布鲁可(00325.HK)、古茗(01364.HK)、泡泡玛特(09992.HK)等个股跟涨。 ...

Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.2% to 25,742.24 points, the Hang Seng Tech Index up by 0.89%, and the State-Owned Enterprises Index rising by 0.27% [1][9]. Sector Performance - The semiconductor sector showed strong performance, with SMIC (中芯国际) rising over 7% to a price of 69.800 [3][12]. - Gold stocks experienced a broad increase, with Lingbao Gold (灵宝黄金) rising over 6% as gold prices surpassed $4,380, setting a new historical high [3][15]. - The new consumption concept stocks mostly rose, with Mixue Group (蜜雪集团) increasing by over 9% to 432.200 [6][16]. New Listings - Four new stocks were listed today: Impression Dahongpao, Huasheng Biotechnology, Mingji Hospital, and Nanhua Futures, all of which faced significant declines, with Mingji Hospital dropping over 42% and Impression Dahongpao down by 25% [7][17]. Investment Insights - The entry of new shareholders into Anjieli Meiwai, including state-backed funds, indicates recognition of the company's technological strength in packaging substrates, which is a focus area for domestic innovation [2][11]. - Goldman Sachs has identified "going long on gold" as a core high-conviction trading strategy, driven by central bank purchases and cyclical support from potential Federal Reserve rate cuts [5][14]. Economic Context - Recent policies aimed at boosting domestic consumption were highlighted, with the central economic work conference emphasizing the importance of a strong domestic market [6][16].

新消费概念股普遍活跃，截至发稿，蜜雪集团(02097)涨7.29%，报423.8港元；老铺黄金(06181)涨 5.02%，报691港元；锅圈(02517)涨5.09%，报3.51港元；泡泡玛特(09992)涨3.89%，报200.4港元；布鲁 可(00325)涨2.96%，报71.3港元；沪上阿姨(02589)涨2.78%，报94.15港元。 东兴证券指出，2025年新消费投资情绪经历了从狂热到谨慎的过程。2026年政策的持续加码有望提振消 费信心，对于新消费领域的投资将从纯粹的短期叙事回归商业模式与盈利壁垒，投资者会倾向寻找那些 真正能够构建稳固的商业模式，盈利模式可持续的公司。该行认为新消费行业会向三个趋势和两个维度 的方向发展。三个趋势是健康化、新实用主义和情绪消费，两个维度是智能化和消费出海，建议积极关 注相关方向的投资机会。 消息面上，近期消费有关政策频出。中央经济工作会议提出八项明年经济工作的重点任务，其中第一项 重点任务为坚持内需主导，建设强大国内市场。12月15日，《求是》杂志发表文章《扩大内需是战略之 举》，文章强调要"牢牢把握扩大内需这一战略基点"，阐明了扩大内需对发展全局的基础支撑作用 ...

东兴证券指出，2025年新消费投资情绪经历了从狂热到谨慎的过程。2026年政策的持续加码有望提振消 费信心，对于新消费领域的投资将从纯粹的短期叙事回归商业模式与盈利壁垒，投资者会倾向寻找那些 真正能够构建稳固的商业模式，盈利模式可持续的公司。该行认为新消费行业会向三个趋势和两个维度 的方向发展。三个趋势是健康化、新实用主义和情绪消费，两个维度是智能化和消费出海，建议积极关 注相关方向的投资机会。 智通财经APP获悉，新消费概念股普遍活跃，截至发稿，蜜雪集团(02097)涨7.29%，报423.8港元；老铺 黄金(06181)涨5.02%，报691港元；锅圈(02517)涨5.09%，报3.51港元；泡泡玛特(09992)涨3.89%，报 200.4港元；布鲁可(00325)涨2.96%，报71.3港元；沪上阿姨(02589)涨2.78%，报94.15港元。 消息面上，近期消费有关政策频出。中央经济工作会议提出八项明年经济工作的重点任务，其中第一项 重点任务为坚持内需主导，建设强大国内市场。12月15日，《求是》杂志发表文章《扩大内需是战略之 举》，文章强调要"牢牢把握扩大内需这一战略基点"，阐明了扩大内需对发 ...

每经AI快讯，蜜雪集团(02097.HK)涨超5%，截至发稿，涨5.06%，报415港元，成交额8145.65万港元。 ...