智通财经网·2025-11-27 03:22Group 1 - New consumption concept stocks are generally rising, with notable increases in shares of Pop Mart (up 7.82% to HKD 220.6), Shunmei (up 4.55% to HKD 88.45), Blucoco (up 4.43% to HKD 75.4), Miniso (up 3.83% to HKD 39.6), and Maogeping (up 3.25% to HKD 92.05) [1] - The Ministry of Industry and Information Technology and five other departments issued a plan to enhance the adaptability of supply and demand for consumer goods, aiming for a significant optimization of the supply structure by 2027, with three trillion-level consumption fields and ten hundred-billion-level consumption hotspots [1] - The plan encourages the development of diverse interest-based consumer products, including pet-related, anime, and trendy clothing items, and supports the incubation of local intellectual property (IP) [1] Group 2 - High-frequency data indicates that Pop Mart's sales in the U.S. returned to a high growth rate in the first week of November, with expectations for continued strong performance during the Thanksgiving and Christmas seasons [2] - The outlook for Pop Mart's growth certainty is improving, suggesting potential for significant recovery in stock price and valuation by 2026 [2]