Core Insights - The silver-haired consumer market is expanding and upgrading, with four main segments: daily consumption, medical care and nursing, health preservation, and emotional well-being. Daily consumption holds the highest proportion, while the share of spiritual consumption is rapidly increasing [1] Group 1 - The silver-haired demographic is expected to become a driving force for domestic consumption growth over the next decade, presenting an opportunity for investment in the silver market [1] - A review of Japan's silver industry and the stock performance of consumer companies reveals that Japan's silver market has shown strong performance in sectors such as health care, tourism and entertainment, fashion and beauty, companionship economy, and elderly care, indicating significant potential for the Chinese market [1]
华泰证券:当前或为布局银发市场的机遇期