POP MART(HK:09992) Shen Zhen Shang Bao·2025-06-10 22:33Group 1 - The new consumption sector in the Hong Kong stock market has seen significant growth, with the Hang Seng Index rising by 15.25% in the first quarter of this year [1] - The "New Consumption F4" stocks, including Laopu Gold, Pop Mart, Mao Geping, and Mixue Group, have recorded impressive cumulative gains of 260.69%, 189.87%, 89.11%, and 82.93% respectively [1] - Laopu Gold has been the standout performer, with its stock price exceeding 1000 HKD and a cumulative increase of over 260% [1] Group 2 - Mixue Group, a leader in the ready-to-drink tea industry, has achieved a cumulative increase of 82.93% since 2025, with a market capitalization nearing 201.4 billion HKD [1] - Pop Mart, representing the trendy toy industry, has seen its stock price rise to 258.8 HKD, with a total market value of 347.55 billion HKD [1] - The inclusion of brands like Blokus, Guming, and Mixue Group in the Hong Kong Stock Connect on June 9 has enhanced their liquidity, with Mixue Group's stock rising by 5.41% on that day [2] Group 3 - Blokus, the leading building block toy brand in China, has a market share of 30.3% in the domestic market and ranks third globally with a 7.4% market share [2] - Guming, a leader in the domestic ready-to-drink tea market, has expanded its store count to 9,914 across over 200 cities, with a GMV of 22.4 billion CNY projected for 2024 [2] - The new consumption trend is also evident in the A-share market, with companies like Xin Nuo Wei, Bai Li Tian Heng, Ai Li Si, and Bai Ji Shen Zhou showing cumulative gains of 126.27%, 76.39%, 59.20%, and 55.31% respectively [3]