POP MART(09992) 证券时报网·2025-05-27 11:15Group 1 - The Hong Kong stock market is experiencing a surge in new consumption stocks, with Pop Mart rising over 5% and reaching a market capitalization of over HKD 310 billion, while Mixue Group increased nearly 10% with a market cap exceeding HKD 200 billion [1] - A-share counterparts of new consumption stocks also saw significant gains, with multiple IP economy concept stocks hitting the daily limit, including Mingpai Jewelry and Guangbo Shares, alongside strong performances in the food and beverage sector [1] - According to a report by Kaiyuan Securities, three major investment opportunities in new consumption are identified: focusing on lifestyle happiness, technological transformation driven by AI, and resilient growth in travel consumption [2] Group 2 - More than 20 new consumption stocks have reached year-to-date highs since May, with Yong'an Pharmaceutical leading with an increase of over 180% [3] - Yong'an Pharmaceutical's subsidiary, Yong'an Health, has made progress in both online and offline channels, with flagship stores established on major e-commerce platforms and initial sales growth reported [3] - Other notable stocks that have reached new highs include Chao Hong Ji and Ruo Yu Chen, with Chao Hong Ji focusing on emotional needs of young consumers through collaborations with popular IPs [3][4] Group 3 - A detailed list of new consumption stocks that have achieved over 50% year-to-date gains includes Yong'an Pharmaceutical (180.23%), Lai Xi Song Ling (150.63%), and Ruo Yu Chen (136.06%), among others [4] - The total market capitalization of these stocks varies, with Yong'an Pharmaceutical at CNY 6.598 billion and Ruo Yu Chen at CNY 10.803 billion, indicating strong investor interest in the sector [4]