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Capital Allocation Trends At China Feihe (HKG:6186) Aren't Ideal
【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...
China Feihe Limited Boosts Capital Gains With SPD Bank Investment
Debon Securities: Policies emphasize boosting Consumer and focus on the subsequent demand recovery.
The bank recommends focusing on leading companies in sectors that have strong control over upstream and downstream supply chains, channels, and products amid fundamental changes, as well as sectors where year-round profits are likely to exceed expectations due to cost advantages.
Earnings Growth of 0.3% Over 5 Years Hasn't Been Enough to Translate Into Positive Returns for China Feihe (HKG:6186) Shareholders
China Merchants: Leading Baijiu producers stabilize controlled prices, mass products meet expectations.
Sales during the Spring Festival met pre-holiday expectations, with a slight overall decline, while the mass price segment continues to expand. The leading Baijiu(Chinese Liquor) brand is actively controlling inventory, breaking the inertia of pressure in the Industry.
Capital Allocation Trends At China Feihe (HKG:6186) Aren't Ideal
