Investment Ratings - The report assigns an "Outperform" rating to multiple companies including Pop Mart, Anta Sports, Haidilao, and others, while Budweiser Asia is rated "Neutral" [1]. Core Insights - The report highlights significant developments in the F&B and designer toys sectors, including the successful IPO of Green Tea Group and strategic investments in 52TOYS by Wanda Film and China Ruyi [2][6]. - Honey Snow Ice City has signed a procurement agreement worth 4 billion RMB with Brazil for coffee beans and other products, indicating a strong international expansion strategy [2]. - Ruixing Coffee plans to establish over 30 Brazilian coffee-themed stores, further enhancing its market presence [2]. - Starbucks has launched a new ready-to-drink tea and coffee series, tapping into the growing beverage market [2]. Weekly Performance Summary - In the F&B sector, notable performers include Guoquan (+22.2%), DPC Dash (+4.7%), and Tongqinglou (+2.3%), while underperformers include CAHGEE and HELENS, both down by 7.7% [3][7]. - In the designer toys sector, MINISO and BLOKS showed strong performance with increases of 12.1% and 11.9% respectively, while Pop Mart had a modest increase of 2.4% [3][7].