POP MART(HK:09992) Xin Lang Cai Jing·2025-06-04 12:23Group 1 - The Hang Seng Consumption Index (HSCGSI) rose by 1.02% as of June 4, 2025, with significant gains from stocks like Huabao International (up 13.64%) and Smoore International (up 12.87%) [1] - The Hang Seng Consumption ETF (159699) increased by 1.27%, showing a cumulative rebound of 16% since its low on April 8 [1] - The latest price-to-earnings ratio (PE-TTM) for the Hang Seng Consumption ETF is 18.06, indicating it is at a historical low, below 80.45% of the time over the past five years [1] Group 2 - As of June 3, 2025, the top ten weighted stocks in the Hang Seng Consumption Index accounted for 59.23%, with Pop Mart being the most significant component [2] - Pop Mart's stock price has increased by 174.4% year-to-date, with a market capitalization exceeding HKD 330 billion [2] - Morgan Stanley expressed optimism about the Chinese IP industry, highlighting Pop Mart as a preferred stock with an "overweight" rating [2] Group 3 - CITIC Securities noted that the "Two New" policies and consumer incentive policies are effectively driving downstream consumption growth, supporting the manufacturing sector [3] - The overall manufacturing PMI showed signs of recovery in May, with a rebound in export orders and strong performance in new consumption sectors [3] Group 4 - The Hang Seng Consumption ETF (159699) offers T+0 trading, providing an easy way to invest in Hong Kong's new consumption sector [4]