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质疑新消费、理解新消费、投资新消费,新消费“新”在哪儿?
Sou Hu Cai Jing· 2025-06-23 02:21
Group 1 - The core concept of new consumption is evolving, with products like Labubu toys and high-end gold jewelry gaining popularity among younger consumers, leading to significant stock price increases for companies like Laopu Gold and Pop Mart [2][5] - The market has seen a shift in public fund holdings, with a notable increase in the number of funds investing in new consumption stocks, particularly Laopu Gold and Pop Mart, indicating growing recognition of their potential [3][4] - The new consumption sector has achieved a total market value exceeding 710 billion HKD, despite ongoing debates about its sustainability [3][5] Group 2 - The transformation in consumer behavior reflects a shift from material wealth to experiential satisfaction, with consumers prioritizing quality and emotional value over brand prestige [6][7] - New consumption brands are focusing on product quality and emotional resonance, moving away from traditional marketing strategies, which has led to a redefined relationship between consumers and brands [7][8] - Structural changes in the economy are driving the growth of new consumption, as traditional sectors face stagnation, creating opportunities for innovative products that cater to the needs of the Z generation [9][10] Group 3 - Investment strategies in the new consumption sector should focus on companies that align with current trends and consumer psychology, emphasizing brand strength and innovation [11][12] - The potential for significant growth exists in the new consumption space, despite short-term overheating risks, as many companies are still in the early to mid-growth stages [11][12] - The unique characteristics of new consumption markets suggest that opportunities for substantial growth may arise from unexpected breakthroughs, necessitating a nuanced understanding of consumer preferences [12]
创新药+新消费正成投资新主线
私募排排网· 2025-06-13 10:06
以下文章来源于红刊财经 ,作者证券市场周刊 红刊财经 . 《证券市场周刊》创刊于1992年,我们的读者主要为职业投资人和机构投资人,内容以专业的分析和深度报道见长。 公众号 「设为星标」 ,及时获取更新内容! 从产业角度看,在今年已经召开的两次国际学术大会上,多家内地的创新药企成为主角,展示了在研成果,从而让世界看到了中国创新药企的雄厚实 力。特别是在涉及多个细分领域的头对头临床研究中,中国内地的创新药企已经不止一次击败了该领域的全球药王,充分提振了产业人的信心。此外, 内地药企的在研管线也成为国际知名药企争抢的对象,近期三生制药和石药集团都签定了管线大单,卖出天价的同时增厚了公司业绩。 受此影响, A股和港股中的多家创新药公司二级市场表现亮眼,这边有连续十日收阳的舒泰神和股价突破300元的百利天恒,那边则有签了大单赚到真 金白银的石药集团和三生制药。 至于近期热议的创新药行情会不会昙花一现?从多数机构卖方的观点来看,答案都是否定的。毕竟从产业投资规律看,创新药赛道长期流传"双十"规 律,即从新药研发开始到最终获批上市需要平均耗时十年,投入成本约十亿美元,而目前基本到了一批企业的集中收获期了,在成为新质生产力 ...