从潮玩盲盒到古法金饰，多只个股年内股价翻倍！

Core Viewpoint - The article highlights the rise of new consumption brands in the market, driven by unique product positioning and innovative business models, which have led to significant stock price increases for companies like Pop Mart and Laopu Gold despite a generally sluggish traditional consumption sector [1][3]. Group 1: New Consumption Trends - New consumption sectors such as trendy toys, tea drinks, and snack foods have seen explosive growth, with stocks like Pop Mart and Laopu Gold doubling in price this year [3]. - Laopu Gold's stock has surged over 822.14% since its listing last June, while Pop Mart's stock has increased more than 4.4 times in the past year [3]. - Other companies in the new consumption space, including Wanchen Group and Mijia Group, have also experienced stock price increases exceeding 50% this year [3]. Group 2: Institutional Investment Focus - Institutional investors have increased their focus on new consumption brands, with a notable rise in the number of funds heavily investing in Pop Mart, from 30 funds holding 4.47 million shares last year to 182 funds holding over 60 million shares this year [4][5]. - The total market value of holdings in Pop Mart by these funds has grown from 1.165 billion yuan to 8.78 billion yuan [5]. - Some funds have reported strong returns, with certain funds achieving cumulative returns of 52.52% and 39.59% this year [5]. Group 3: Characteristics of New Consumption - New consumption brands are characterized by their ability to resonate with younger consumers, often leveraging social media for organic promotion and brand loyalty [7]. - The rise of new consumption is closely tied to the changing preferences of younger demographics, who value aesthetic appeal and emotional connection with brands [7][10]. - Successful new consumption brands have differentiated products that meet evolving consumer needs, focusing on quality, emotional value, and practical pain points [10].