Group 1 - The Hong Kong stock market experienced a collective decline on December 15, with the Hang Seng Index down by 0.92%, the Hang Seng Tech Index down by 1.79%, and the National Enterprises Index down by 1.2% [1] - The technology sector saw widespread declines, while insurance stocks performed strongly, and the biopharmaceutical sector weakened [1] - The Hong Kong consumer sector showed slight fluctuations, with the Hong Kong Consumer ETF (513230) experiencing a minor increase, driven by stocks such as Yue Yuen Industrial, Li Ning, and Brose [1] Group 2 - Data from Qunar Travel indicates that hotel bookings in several popular domestic cities for the New Year's holiday in 2026 are expected to increase by over three times year-on-year [1] - The concert economy has significantly influenced this growth, with hotel bookings in Nanning, where concerts by artists like Hu Xia and Hua Chenyu are held, surging by 17 times [1] - The Shanghai Disneyland Resort saw a 5.2 times increase in ticket bookings, maintaining its position as the most popular attraction, while the Beijing Universal Resort also experienced a nearly threefold increase in ticket bookings [1] Group 3 - The tourism market for the 2026 New Year's holiday is anticipated to have a strong start, indicating a shift in tourism's core drivers from traditional sightseeing to a dual-driven model of performance economy and IP content [1] - Cities that can create differentiated experiences through concerts and theme parks are likely to convert short-term traffic into sustained consumer spending [1] Group 4 - Relevant popular ETFs include the Tourism ETF (562510) benefiting from holiday catalysts and the snow economy, the Food and Beverage ETF (515170) aimed at boosting domestic demand in undervalued sectors, and the Hong Kong Consumer ETF (513230) focusing on e-commerce leaders and new consumption trends [2]

Group 1: Coca-Cola CEO Succession Plan - Coca-Cola announced its CEO succession plan, with Henrique Braun set to become CEO on March 31, 2026, while current CEO James Quincey will transition to Executive Chairman [1] - The succession plan reflects Coca-Cola's mature talent pipeline, with Braun's global operational experience being crucial for the company's strategic positioning in the Asia-Pacific market [1] Group 2: Domestic Hotel Bookings Surge - Data from Qunar indicates that hotel bookings in popular domestic cities for the New Year holiday in 2026 have increased by over three times year-on-year [2] - The surge is significantly driven by the concert economy, with hotel bookings in Nanning, where concerts by Hu Xia and Hua Chenyu are held, increasing by 17 times [2] - Shanghai Disneyland ticket bookings rose by 5.2 times, while Beijing Universal Resort saw nearly a threefold increase in ticket reservations [2] Group 3: Nova Coffee Store Expansion - Nova Coffee announced that its global store count has surpassed 10,000, covering over 300 cities in China and expanding into Australia and Southeast Asia [3] - The company views the 10,000-store milestone as a starting point, focusing on supporting partners and franchisees for business and profit growth [3] - The competitive landscape includes established players like Luckin and Koolearn, making it essential for Nova to solidify its single-store profitability and customer loyalty [3] Group 4: Wu Yue Joins Pop Mart Board - Wu Yue has been appointed as a non-executive director of Pop Mart, following the resignation of He Yu due to other work commitments [4] - Wu Yue's extensive experience with LVMH and Sony in the Chinese market positions Pop Mart to leverage LVMH's resources to enhance its consumer base and brand influence [4] - This collaboration offers Pop Mart insights into young consumer trends, while LVMH can better predict future consumption patterns through this partnership [4]