长城基金曲少杰:Z世代撬动新消费市场 六大领域增长势头强劲
Zheng Quan Shi Bao Wang·2025-12-23 08:12
Core Viewpoint - The Z generation is leading a new wave of consumption in China, shifting the market from mass consumption to personalized and rational consumption [1] Group 1: Market Trends - China's consumer market is transitioning towards individualistic and rational consumption patterns, driven by a large young population and a complete domestic industrial chain [1] - The emerging consumption sectors are showing strong growth momentum, particularly in six key areas: pet economy, trendy toys, ready-to-drink beverages, health consumption, smart wearables, and smart driving vehicles [1]