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远洋里开业成全城焦点,登上武汉热榜NO.1
Xin Lang Ji Jin· 2025-05-08 03:35
Group 1 - The core viewpoint of the articles highlights the surge in tourism in Wuhan's Hanyang district during the May Day holiday, with a total of 1.4474 million visitors and a tourism revenue of 158 million yuan, marking increases of 7.9% and 4.6% respectively compared to the previous year [1][5][8] - The newly opened Wuhan Yuanyangli commercial street has quickly become a focal point in the city, integrating culture, commerce, and art, and is located in the core area of the Hanyang Old Town [3][5] - The commercial street features 13 buildings themed around "cultural life," collaborating with over 60 innovative brands to offer a diverse cultural experience, including traditional Chinese brands and modern lifestyle offerings [5][6] Group 2 - The opening activities during the May Day holiday at Yuanyangli included two major art exhibitions, a market, a Hanfu show, and competitive events, attracting significant attention from both locals and tourists [5][8] - The location of Yuanyangli is strategically close to several key attractions in Hanyang, making it a potential hub for visitors to enjoy dining, entertainment, and shopping [8]
外资巨头,密集调研
天天基金网· 2025-05-08 03:16
Core Viewpoint - Foreign institutions have not slowed down their research on listed companies since the second quarter, with over 300 foreign institutions, including Goldman Sachs, Citigroup, Point72, Nomura Securities, and Morgan Stanley, actively conducting research on A-share companies since April [1][2]. Group 1: Industry Focus - The industrial machinery sector has attracted the most attention from foreign institutions, with companies like Sanhua Intelligent Control, Estun, and Yizhiming drawing interest from more than 10 foreign institutions [2]. - Sanhua Intelligent Control's investor relations activity report revealed that notable foreign institutions such as BlackRock, JPMorgan, Morgan Stanley, Schroders, Allianz Global, and Point72 participated in their research, focusing on the development of their bionic robot-related business [2]. - Estun's investor relations report indicated that foreign institutions like Citigroup, Morgan Stanley, Fidelity, Deutsche Bank, and JPMorgan participated in a conference discussing the company's overseas business expansion plans for 2025, targeting markets in Europe, America, the Middle East, and Southeast Asia [3]. Group 2: Other Sectors of Interest - Besides industrial machinery, sectors such as electronic components, integrated circuits, and medical equipment have also garnered significant attention from foreign institutions, with leading companies like Huaming Equipment, Hongfa Technology, Luxshare Precision, Anker Innovation, Bluestar Technology, and Mindray Medical being frequently researched [3]. - Morgan Stanley Fund anticipates that opportunities in the A-share market will significantly improve compared to April, as concerns over quarterly performance have eased, potentially increasing investor risk appetite [3]. Group 3: Investment Themes - Morgan Asset Management suggests that thematic investments based on industrial trends may become the main trading line in the next phase, with recent months of consolidation allowing for a better chip structure in sectors like robotics, domestic computing power, and AIGC [4]. - The upcoming events in May, such as the first Robot Combat Championship and the launch of DeepSeek-R2, are expected to act as catalysts for the performance of the AI-related sectors [4].
餐饮和化妆品怎么没跟上消费板块?
Sou Hu Cai Jing· 2025-05-08 02:38
当下中国股市里面最火热的赛道莫过于新消费,白酒掉队同时,玩具、茶饮、零食景气度爆炸,蜜雪冰城、泡泡玛特、万辰集团等股票更是走出了惊人的 暴涨曲线。 年轻人的消费成为了市场热捧的对象,但有两个在消费赛道的老明星,且主力消费人群也是年轻人的赛道没跟上这波浪潮。 这两个便是餐饮和化妆品行业。今年以来,这两个板块的平均涨幅均为负,头部公司表现一般,而再观察行业数据,餐饮不景气,化妆品行业也是多年增 速低位,多家公司的一季报都出现了利润同比下滑。 这俩在过去的消费牛市火到不行,怎么今天又成了拖后腿的了?其中,是消费趋势发生了什么样的变化?这些股票还有机会追上行业整体吗? 对比同样是嘴巴生意的茶饮,餐饮的差是全面性的。海底捞作为国内第一大餐饮公司,业绩几乎没有成长,后疫情红利一下就消退,相反,茶饮头部公司 倒是都在加速。 | 餐饮品牌 | 营收(亿元) | 同比增长(*) | 净利(亿元) | 同比增长(*) | | --- | --- | --- | --- | --- | | 海底捞 | 427.55 | 3.1 | 47.08 | 4. 6 | | 九毛九 | 60. 74 | 1.5 | 0. 45 | -90. ...
新消费快讯|亚马逊推出医学护肤与高端美妆专区;三得利推出无酒精起泡葡萄酒
新消费智库· 2025-05-07 09:52
这是新消费智库第 2 6 3 0 期文章 1. 青提味养乐多全新上市 近 日,养乐多官宣活菌型乳酸菌乳饮品(青提味)线上首发,。据品牌介绍,新品每瓶至少含 100 亿活菌,并添加钙、维生素 D ,口感清 爽。 (食业头条) 2. 三得利推出无酒精起泡葡萄酒 2. 三得利推出无酒精起泡葡萄酒 3. 烘焙品牌麦吉士上新胡萝卜 A2 高钙吐司 4. 红松集团推出新款益生菌产品 5. 天府可乐推出藿香小可乐 PLUS 版 6. 希腊酸奶生产商乔巴尼将对纽约工厂投资 12 亿美元 7. 九州通拟 6.73 亿元投资奥园美谷 8. Commercial Bakeries 收购饼干制造商 Hol landia 9. 美国内衣品牌 Huug 完成 600 万美元 A 轮融资 10. 贝泰妮集团成长沙浴见第二大股东 11. Columbia 推出联合限定款 PFG 系列钓鱼衬衫 12. BegL 餐厅登陆深圳万象天地 13. 亚马逊推出医学护肤与高端美妆专区 14. ILI-NING1990x cloveclub 联名系列发布 15. Miu Miu 武汉 SKP 全新旗舰店启幕 近日, 三得利上架无酒精起泡红葡萄酒和无酒精起 ...
新消费“闪亮”假期!重仓股贡献近20倍收益,这些基金已布局
券商中国· 2025-05-07 06:51
"五一"假期已过去,但方兴未艾的潮玩消费引发的投资前景,持续成为市场热议焦点。 从基金投研人士对券商中国记者分享的假期出行见闻来看,泡泡玛特、蜜雪冰城,以及黄金潮牌饰品等,成为今年 火热消费中的新亮点。与此相对应的是,泡泡玛特、老铺黄金、蜜雪集团等消费个股年内累计涨幅都超过了100%。 今年"五一"假期期间,促消费政策叠加节假日效应,零售、餐饮消费显著增长。其中,北京市接待游客总量1790.8万 人次,同比增长5.6%;旅游总花费209.8亿元,同比增长6.9%。据上海旅游大数据监测,"五一"假期,上海共接待游 客1650.06万人次。旅游住宿需求旺盛,全市宾馆旅馆客房出租率为73%,同比增长6.5个百分点。其中,5月2日到4 日,连续三天的单日出租率超过80%。 从具体消费内容看,潮玩文化赋能下的新消费成为新亮点。根据相关报道,Alipay+数据显示,"五一"期间跨境消费 亮眼,文创纪念品、衣服鞋子、电子产品等都成为来华游客的扫货目标。从品牌来看,盒马、名创优品在Alipay+消 费金额排名靠前;而泡泡玛特等中国潮玩,也吸引了不少入境游客慕名来"原产地"打卡。 北京一位公募投研人士对券商中国记者分享"五一" ...
谈判和政策预期还在,反弹继续
2025-05-06 15:27
谈判和政策预期还在,反弹继续 20250506 摘要 • 当前市场处于反弹阶段,预计将持续一个月左右,目标高度可能达到 3,400 点附近,随后在 6 月至 7 月或更晚可能出现二次调整,回撤至 3,200 点左右,但难以回到 4 月初的低点。此轮反弹主要受政策预期和中 美谈判可能性的驱动。 • 与 2018-2019 年相比,当前经济状况有所改善,人民币汇率偏强,国内 政策周期更倾向于稳杠杆甚至加杠杆,消费和成长产业盈利改善明显,制 造业也在企稳过程中,这些因素对股市形成支撑。 • 当前仍处于牛市周期,关税冲击类似于历史上的黑天鹅事件,市场有望修 复 3 月中下旬至 4 月初的跌幅。但由于关税对上市公司盈利影响较大,未 来可能出现二次回调。 • 如果没有新增的政策压力,市场波动幅度可能有限,即使涨至 3,400 点后 出现二次回调,回调至 3,200 点已是较大调整。时间上可能从 6 月持续到 8 月,大约两到三个月。 • 市场结构性赚钱效应依然存在,自下而上的热点不断增多,如 AI、新消费 和机器人等。牛市核心力量来自国内资金、经济和政策周期,多行业盈利 触底回升,一季度利润增速超过收入增速。 Q&A 目 ...
新消费快讯|李宁品牌与中国奥委会正式签约;瑞典户外运动品牌Craft进入中国
新消费智库· 2025-05-06 11:09
New Consumption Overview - Li Ning brand officially signed a partnership with the Chinese Olympic Committee to provide sportswear for the 2025-2028 Olympic Games, showcasing its commitment to national strategy and support for Chinese athletes [4] - Nestlé Japan launched two new concentrated beverages, Nescafé Espresso Base, to cater to diverse iced coffee demands, and announced a partnership with a food ingredient company to address cocoa farming and carbon emissions [5] - Glico introduced a new almond-flavored Da Hong Pao tea snack, made from imported almond ingredients, highlighting its innovative product development [5] - The high-end tomato brand "One Big" collaborated with the snack brand "Liuliu Mei" to launch a summer snack product combining cherry tomatoes and preserved plums [6] - Lululemon released a new outdoor gear series featuring functional fabrics and UV protection, expanding its product offerings [6] Investment and Financing - French dietary supplement and skincare brand Atelier Nubio was acquired by the clean beauty brand Oh My Cream!, with the transaction approved by the Paris Commercial Court [8] - Luxury e-commerce platform Mytheresa completed the acquisition of 100% of Yoox Net-a-Porter (YNAP), aiming to build a luxury e-commerce giant with a target gross merchandise volume of €4 billion [8] - A new functional foundation brand received Series A financing, although the amount remains undisclosed [8] - Yonghui Supermarket reduced its stake in Hongqi Chain by 1%, now holding 10% of the total shares [9] - Baby and children's clothing brand Mori acquired the UK children's retailer Kidl y to accelerate its market expansion [12] Major Companies - ZUS Coffee plans to open nearly 200 new stores in Southeast Asia by 2025, aiming to surpass Starbucks in Malaysia with a total of 743 stores [13] - Swedish outdoor sports brand Craft entered the Chinese market by launching pop-up stores in Shanghai and Nanjing, as well as online platforms [15] - Balenciaga released a new limited edition collection for the 520 festival, showcasing a luxurious aesthetic [15] - Anker Innovations opened its first official experience store in Serbia, marking a significant step in its expansion strategy in Central and Eastern Europe [15] - Jin Sai Health signed a strategic cooperation agreement with Alibaba Health to achieve significant annual sales targets on Tmall Health [15]
摩根士丹利基金市场洞察:五一假期超预期出行数据预示居民消费仍存在巨大潜力
Xin Lang Ji Jin· 2025-05-06 07:46
责任编辑:彭紫晨 A股市场后续机会预计显著好于4月份。1季报落地后,投资者对业绩的担忧大为缓解,风险偏好有望提 升,一旦行业发生积极变化,投资者将会积极参与,从而提高市场活跃度,科技成长、高端制造、新消 费等领域尤为值得重视。 MACD金叉信号形成,这些股涨势不错! 截至上周,A股1季报披露完毕,整体表现好于预期。2025年1季度,全A上市公司营收同比-0.37%,归 母净利润实现近1.49万亿元,同比+3.47%,较去年4季度大幅改善;全A非金融归母净利润实现7797亿 元,同比+4.17%,而去年4个季度净利润均为负增长。上市公司1季度实现了良好的开局,但由于关税 影响,宏观基本面短期承压,根据统计局披露的制造业PMI数据看,4月份制造业PMI回落至49%,低于 预期,受外需影响,企业生产指数、在手订单、价格指数等均有显著下滑,这意味着1季度上市公司的 业绩改善较难线性外推至2季度,不过我们认为今年上半年A股上市公司业绩增速将好于年初悲观预 期。 4月份市场整体回落,主要跌幅发生在4月7日,其他交易日表现平稳。从指数表现看,科创50、上证 50、上证指数等跌幅相对较小,创业板指、中证500等跌幅较大,价值 ...
饿了么来自淘宝闪购的外卖单日订单量破1000万,恒生科技指数ETF(513180)大涨近3%
Mei Ri Jing Ji Xin Wen· 2025-05-06 05:40
5月6日,恒生科技指数低开高走,午后一度翻红。成分股中,美团、腾讯音乐、快手、腾讯控股、阿里 巴巴、地平线机器人等涨幅居前。上周五,港股正常开市,恒生科技指数收涨3.08%,A股上市的恒生 科技指数ETF(513180)今日迎来补涨,盘中涨近3%。 公开信息显示,恒生科技指数ETF(513180)在A股上市的同赛道ETF中规模和流动性双双领先,支持 T+0交易。恒生科技指数ETF(513180)兼具新科技与新消费属性,在外围扰动下具备韧性:1)新科 技:恒生科技代表了中国AI核心资产,成分股深度聚焦AI产业链的上中下游,其中阿里、腾讯、小 米、美团、中芯国际、联想等有望成为中国科技股"七巨头";2)新消费:恒生科技超一半权重在电商 零售、汽车、家电、消电、旅游等可选消费板块,包含"蔚小理"、小米、联想等硬件厂商,携程、同程 等OTA平台,以及海尔、美的等家电龙头。(场外联接A/C:013402/013403) 消息面上,饿了么官方宣布,截至5月5日20时28分,来自淘宝闪购的当日订单已突破1000万单,此时距 离淘宝闪购业务正式上线仅6天。截至目前,包括重庆、深圳、广州、成都、徐州、台州、临沂在内的 39个城 ...
消费掘金 年报一季报总结电话会议
2025-05-06 02:27
消费·掘金 年报一季报总结电话会议 20250504 传统内需市场在当前宏观环境下存在底部反转机会。通过比较 2025 年的贸易 战与 2018 年的贸易战,可以看到两者在市场选择上的相似性。在 2018 年贸 易战后,市场于 2019 和 2020 年全面布局消费,包括传统消费与新能源车技 术路线落地。如果映射到当前环境,本次宏观政策取向对消费的正面影响远好 于 2018 年,同时路径也较为相似。因此,我们看好创新消费在后续复苏叠加 良好政策取向下实现成长。从今年三月社零数据超预期以及四月地产数据回稳 来看,如果五六月份能够持续证实一季度相关宏观数据企稳,那么下半年市场 可能会更为重视传统消费及白马公司的布局。特别是具备结构性提价能力的板 块和公司值得重点关注。此外,从去年(2024 年)第四季度到今年(2025 年)第一季度,新消费报表端逐渐超预期,估值空间已经打开,而很多新消费 公司的估值已达到较高水平,因此只要传统消费公司的报表端稍微改善,其上 涨逻辑将更加通畅。 食品饮料板块的表现如何?有哪些子赛道值得关注? 食品饮料板块整体分化明显,其中许多子赛道相对传统,如白酒、啤酒、乳制 品和调味品等。偏传统 ...