Jin Rong Jie·2025-08-20 06:20Group 1 - The Hong Kong new consumption sector showed strong upward momentum, with Pop Mart's stock price rising significantly by 6.62%, and other companies like Lao Pu Gold and Mixue Group also experiencing gains of 2.64% and 2% respectively [1] - Pop Mart's stock performance was particularly notable, reaching an intraday increase of over 10% and setting a new historical high, with the company's total market capitalization surpassing HKD 400 billion for the first time since its listing [1] - The founder of Pop Mart, Wang Ning, expressed optimism about the company's annual revenue expectations, predicting it will not be less than RMB 30 billion [1] Group 2 - Lao Pu Gold, representing gold jewelry in the new consumption concept, continued to attract market interest, with its stock rising over 6% in the afternoon [1] - The collective strength of the Hong Kong new consumption sector reflects ongoing market attention, with companies like Pop Mart, Lao Pu Gold, and Mixue Group demonstrating strong resilience in the current market environment [1] - Pop Mart is accelerating its overseas market expansion, currently operating 140 stores abroad and expecting to exceed 200 by the end of the year, with plans to open its first store in Doha, Qatar [1][2] Group 3 - In the theme park business, Pop Mart plans to launch the 1.5 version of its Beijing theme park next year, with the second phase expected to double the area of the first, although the company will avoid blind expansion in this sector [2] - The strong performance of new consumption concept stocks on that day provided a positive signal for the overall consumption sector, as these companies successfully captured the changing demands of young consumers through differentiated positioning and innovative marketing strategies [2]