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Each generation has its own "Moutai"! The "three new consumption sisters" in the Hong Kong stock market keep reaching new highs. What other opportunities are worth capturing?
The investment logic of emerging consumption bull stocks increasingly points to a common keyword—emotional value.
In the report titled "Large Companies," Bank of China International gives MINISO (09896.HK) and Blucco (00325.HK) a "Buy" rating, and is Bullish on POP MART (09992.HK).
According to a research report by Bank of China International, despite escalating geopolitical tensions and tariff risks, it is believed that China is further consolidating its position as the global leader in Commodities. Besides pure manufacturing, products designed in China are more successful in both domestic and overseas markets, and Chinese IP has even become very popular. Therefore, the bank holds a more optimistic attitude towards Chinese consumer goods companies, especially retailers focused on toys and leisure products, and believes that overseas markets may become a long-term catalyst. It is expected that investors will gradually realize this, which will help support valuations. The bank has given an initial rating to MINISO (09896.HK) and Brando (0.
【Popular Industry】The Goods Economy is stirring up a "2D whirlwind" in the Capital Markets: a new consumption track in a trillion-dollar market.
Jinwu Financial News | On May 20, A-shares related to the Goods Economy concept stocks saw significant increases, closing with Man Kalong, Cre8 Direct(Ningbo)Co.,Ltd., Shifeng Cultural Development, Goldlok Holdings(Guangdong) and others hitting the daily limit. In the Hong Kong stock market, BlueFocus (00325) rose 3.63%, MINISO (09896) increased by 1.99%, and POP MART (09992) touched a new historical high of 212.2 HKD during the day. The "Goods Economy" concept has not appeared in the Capital Markets for the first time; as early as the end of November 2024, it stirred a wave from the two-dimensional culture in the Capital Markets. What is the Goods Economy? The Goods Economy originates from the two-dimensional culture.
Express News | The two major trendy toy stocks in Hong Kong have reached a new historical high! POP MART rose over 4%.
Hong Kong stock movement | BlueFocus (00325) rose over 4%, reaching a new high since its listing. The company is expected to enter the Hong Kong Stock Connect in June, which may boost its valuation.
Bruker (00325) rose over 4% in the morning session, reaching a high of 161.6 Hong Kong dollars, setting a new record since its listing. As of the time of publication, it has risen 3.11% to 159.2 Hong Kong dollars, with a trading volume of 89.0971 million Hong Kong dollars.
CICC: The performance of the retail Sector has further differentiated. Bullish on the trendy toy track, recommending POP MART (09992), Blokus (00325), and MINISO (09896), among others.
The bank recommends POP MART (09992), Blokus (00325), and MINISO (09896); in the supermarket and department store Sector, it recommends Yonghui Superstores (601933.SH) and Chongqing Department Store (600729.SH); for the human resources service Sector, it recommends Beijing Career International (300662.SZ), TONGDAO LIEPIN (06100), and FESCO Group Co., Ltd (600861.SH).
