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Guosen: Maintain "outperform the market" rating for the textile Outfits Industry. Focus on new highlights of brands and opportunities for undervalued Hong Kong stocks.
Guosen recommends focusing on companies that have the ability to increase their market share and maintain strong medium to long-term growth.
The Apparel Manufacturing Sector is generally rising, with LI NING (02331) increasing by 3.36%. Institutions expect that apparel manufacturing and export-related companies may encounter opportunities.
Jinwu Financial News | The Apparel Manufacturing Sector has broadly risen, with LI NING (02331) up 3.36%, ANTA SPORTS (02020) up 2.58%, POU SHENG INT'L (03813) up 1.72%, Shenzhou International Group Holdings Limited Unsponsored ADR (02313) up 1.57%, XTEP INT'L (01368) up 1.36%, and TOPSPORTS (06110) up 0.93%. Ping An Securities mentioned that based on the logic of consumer recovery, the firm believes that Apparel Manufacturing and export-related enterprises may welcome opportunities, and that apparel and home goods companies venturing abroad may continue to benefit. Meanwhile, apparel brand companies may welcome a new round of valuation adjustment.
【Brokerage Focus】BOCOM INTL 2025 Consumer Trend Analysis: Consumer structure further optimized and upgraded.
Jinwu Finance | BOCOM INTL released the 2025 Consumer Trend Analysis. From the beginning of 2025 to now, the consumer market has exhibited new trends different from previous years, with further optimization and upgrading of the consumption structure. 1) The popularity of Sports consumption is rising, especially noticeable in lower-tier markets. Consumers' focus on sports and health continues to increase, and this trend is particularly evident in lower-tier markets. Over 70% of stores located in lower-tier cities, such as 361 DEGREES, achieved double-digit year-on-year sales growth during the Spring Festival, indicating that Sports consumption is rapidly penetrating into lower-tier cities. 2) The combination of traditional culture and modern consumption presents an opportunity for Chinese IP to go Global. Traditional cultural elements...
Honkong stock movement | POU SHENG INT'L (03813) rose nearly 4% with January's comprehensive Operation net income growing by 24.2% year-on-year.
POU SHENG INT'L (03813) rose nearly 4%, as of the time of writing, up 3.85%, priced at 0.54 HKD, with a transaction volume of 1.0255 million HKD.
Hong Kong Stock news on February 11: Hong Kong will launch a 10 billion innovation and technology guiding Fund. BYD announces that all models will be equipped with advanced intelligent driving.
① Hong Kong will launch a 10 billion yuan technology industry guidance Fund ② BYD announces that all models will be equipped with advanced intelligent driving ③ Gold Futures prices have reached a new high, breaking through the 2930 dollar mark ④ Vanke has received a loan of 2.8 billion yuan from the Shenzhen Metro Group
Pou Sheng International Logs 24% Boost in January Operating Revenue