Group 1 - The core viewpoint of the news is that the Hong Kong stock market's new consumption concept stocks have mostly rebounded, with significant gains observed in several companies [1][5] - Notable stock performances include Lao Pu Gold, Cha Bai Dao, and Mao Ge Ping, each rising over 4%, while Miniso increased by over 3%, and Mi Xue Group, Blu-ray, and Juzi Bio rose over 2% [1][5] Group 2 - Huatai Securities released a research report projecting that consumer promotion policies will continue to stimulate supply and demand potential, leading to a steady recovery in domestic demand [3][7] - The report highlights four main investment themes: 1) The rise of domestic brands focusing on trendy toys, beauty care, and gold jewelry, competing in both domestic and international markets; 2) Technology consumption empowered by AI, emphasizing the rapid increase in smart product penetration due to technological and product innovation; 3) Emotional consumption, with ongoing supply and demand changes, focusing on service consumption, ready-to-drink beverages, pets, and new tobacco products; 4) Undervalued high-dividend blue-chip leaders, which offer a balanced approach and opportunities for marginal recovery [3][7]
港股新消费概念股反弹 老铺黄金涨超4% 促消费政策持续发力有望激发供需潜力
Xin Lang Cai Jing·2025-12-12 02:15