news flash·2025-06-11 09:51Core Viewpoint - Huatai Securities remains optimistic about the large consumption sector in 2025, suggesting four structural investment themes within the consumption sector [1] Group 1: New Consumption Investment Opportunities - Head brands in beauty and personal care, as well as domestic fashion, are achieving market share breakthroughs through product innovation and omnichannel strategies [1] Group 2: High-Growth Emotional Consumption Sector - The market for emotional consumption, including trendy toys, pet economy, and immersive services, is building a high-prosperity market worth hundreds of billions through social and scenario-based consumption models [1] Group 3: Booming Silver Economy - The silver economy, focusing on age-friendly smart appliances and elderly education tourism, is expected to enter a golden development period supported by policy and changing perceptions [1] Group 4: "AI+" Consumption Technology Empowerment Opportunities - Companies providing computing power services and solutions, along with leading consumer stocks that are first to implement these technologies, show significant growth potential [1]