Core Viewpoint - The new consumption concept stocks have generally risen, indicating a positive market sentiment towards consumer-driven sectors amid external economic challenges in China [1] Group 1: Stock Performance - Upme Holdings (02145) increased by 7.43%, trading at 101.2 HKD [1] - Gu Ming (01364) rose by 7.33%, reaching 26.08 HKD [1] - Mixue Group (02097) saw a 6.53% increase, priced at 443.8 HKD [1] - Miniso (09896) gained 5.15%, with a price of 45.32 HKD [1] - Blukoo (00325) went up by 4.99%, trading at 107.4 HKD [1] - Laopu Gold (06181) increased by 4.04%, priced at 721 HKD [1] Group 2: Market Insights - Cathay Securities highlighted the increasing importance of boosting domestic consumption due to greater external disturbances [1] - The firm anticipates that the role of consumption in driving economic growth will strengthen under policy support [1] - Despite a short-term overheating in some areas of the Hong Kong new consumption sector, the macro trend towards personalized and rational consumer behavior remains unchanged [1] - The firm expects continued growth in consumption related to self-indulgence and cost-effectiveness, particularly in sectors like trendy toys, beauty care, and pet products [1]
新消费概念股普遍走高 上美股份、古茗均涨超7%