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中国消费板块优选标的与五大投资主题-China Consumer Sector Top Buys with Five Investment Themes-China Consumer
2025-12-01 00:49
Vi e w p o i n t | 27 Nov 2025 22:58:53 ET │ 48 pages China Consumer Sector Top Buys with Five Investment Themes CITI'S TAKE After hosting 44 China consumer companies during Citi's 2025 China Conference in Nov, we have identified 5 themes of investing in China consumer sector (detailed below). Our updated sector Top Buys -- In Consumer-Discretionary space: Anta (2020.HK), Pop Mart (9992.HK), Atour (ATAT.O), Haier (6690.HK) & Midea (300.HK); In Consumer-Staple space: CR Beer (291.HK), Eastroc (605499.SS) & G ...