Sunshine Guojian Pharmaceutical(SH:688336) 新华网财经·2025-05-20 05:15Core Viewpoint - The article highlights the significant rise in new consumption sectors, particularly in the beauty care, pet economy, and "grain economy" sectors, driven by the "self-economy" trend in the current consumer landscape [2][4][10]. New Consumption Sectors - The beauty care sector experienced the most substantial gains, with stocks like Kela Co. and Fuirjia seeing increases of 20.03% and 12.17% respectively [5][6]. - The pet economy also showed strong performance, with Tianyuan Pet reaching a limit-up increase [8]. - The "grain economy" sector saw stocks like Mankalon and Chuangyuan Co. rise significantly [8]. Market Performance - As of the morning close, the Shanghai Composite Index rose by 0.38%, the Shenzhen Component Index by 0.79%, and the ChiNext Index by 1.04% [2]. - High-profile stocks experienced a downturn, with companies like Lijun Co. and Ningbo Yuanyang facing significant declines [2]. Future Market Predictions - Institutions predict that by 2025, the "beauty economy" market in China will exceed 3.5 trillion yuan, with light medical beauty, green cosmetics, and smart beauty devices identified as key growth areas [8]. - The rise of personalized and intelligent beauty solutions is expected to further enhance the market [8]. Pharmaceutical Sector - The pharmaceutical sector saw a strong performance, particularly in innovative drugs and recombinant proteins, with companies like Sanofi and Rongchang Bio achieving notable stock increases [11][12]. - Sanofi's collaboration with Pfizer for the exclusive development and commercialization of a product has led to a significant market response, with a non-refundable upfront payment of $1.25 billion and potential total payments reaching $4.8 billion [13][16]. Investment Trends - The article notes a shift in investment logic from "total expansion" to "demand differentiation," with new consumption companies benefiting from high communication characteristics and the younger generation's demand for personalized products [10]. - Three key directions for the broader consumer sector include essential consumption showing defensive value, rapid rise of new consumption formats, and the release of incremental space in lower-tier markets [10].