Group 1 - The core viewpoint of the article highlights the continued upward trend of Pop Mart (9992.HK), which has seen a rise of over 4% and recorded five consecutive days of increases, currently priced at 228.2 HKD with a total market capitalization of 306.4 billion HKD [1] - The Ministry of Industry and Information Technology, along with five other departments, has issued a plan to enhance the adaptability of supply and demand in consumer goods, emphasizing the expansion of diverse interest-based consumption products such as pet-related items, anime, and trendy toys [1] - China Galaxy Securities has released a report indicating that the domestic consumption sector should focus on the medium- to long-term goals outlined in the 14th Five-Year Plan, with short-term attention on consumption-related policies aimed for 2026 [1] Group 2 - The report expresses an optimistic outlook on the development of overseas business in the consumption sector by 2026 [1] - Among consumer stocks, Pop Mart is specifically recommended by the brokerage firm as a key player in the trendy toy market [1]
港股异动丨泡泡玛特继续上涨超4% 录得5连升 机构看好潮玩谷子赛道