中银国际发表报告指，明年市场的焦点依然会集中在政府如何以及何时出台政策以提振消费。该行指，虽然国内市场仍存在增长机会，但认为可选消费行业对创新的需求将进一步提升。同时，海外市场可能成为中国龙头企业唾手可得的机遇。内地消费行业首选泡泡玛特等，因为这些企业具备创新优势，并在海外市场有曝光。POP MART (09992) rose over 3%. As of this report, it has risen by 2.21%, priced at 95 HKD, with a transaction amount of 0.207 billion HKD.
According to Zhitong Finance APP, POP MART (09992) rose over 3%. As of this report, it has risen by 2.21%, priced at 95 HKD, with a transaction amount of 0.207 billion HKD.
Recently, seven departments, including the Ministry of Commerce, jointly issued the "Implementation Plan for the Innovation and Enhancement Project in the Retail Trade Industry." The plan proposes to promote digital empowerment, facilitate deep integration of physical retail and the digital economy, form new productive forces, improve efficiency, and make consumption more convenient. It encourages diversified innovation, supports the fusion of business formats, and allows various models such as "large and strong", "small and beautiful", "special and精" and "one store with multiple functions" to flourish. It aims to enhance supply chain efficiency, encourage strengthened collaboration, optimize circulation channels, efficiently connect supply and demand, and promote cost reduction and efficiency enhancement.
Citi International issued a report stating that next year, the market's focus will still be on how and when the government will introduce policies to boost consumption. The bank noted that although there are still growth opportunities in the domestic market, it believes that the demand for innovation in discretionary consumer industries will further increase. At the same time, international markets may present easily accessible opportunities for leading Chinese companies. The CSI China Mainland Consumer Index prefers POP MART and similar companies because they have advantages in innovation and exposure in overseas markets.
