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Hong Kong stocks moved | Sporting Goods stocks rose across the board, with strong support from domestic Sports Industry policies. The textile and apparel Sector is expected to welcome a recovery opportunity.
Stocks of Sporting Goods collectively rose; as of the time of writing, POU SHENG INT'L (03813) increased by 8.47%, trading at HKD 0.64; TOPSPORTS (06110) rose by 7.3%, trading at HKD 3.97; LI NING (02331) gained 4.84%, trading at HKD 18.64.
[Brokerage Focus] CITIC SEC: The textile and apparel Sector is expected to迎来修复性机会 in 2025.
Jinwu Financial News | CITIC SEC stated that with the gradual clarification of the consumer environment and policy expectations, the textile and apparel Sector is expected to welcome a recovery opportunity in 2025. At the same time, in the face of the uncertainty of the consumer environment over the past two years, some sub-sectors and leading companies are still actively seeking change. The firm recommends proactively grasping the following six major investment lines and key companies: ① Transformation of new retail formats; ② Brand momentum entering an upward cycle; ③ Recovery of the consumer environment driving operational recovery; ④ Core advantages solidified, external disturbances such as tariffs gradually taking effect, while dividend yields remain attractive; ⑤ The inventory destocking in the outdoor manufacturing industry is nearing its end, and Order performance is expected to recover with certainty.
Domestic demand stocks are rising broadly as the government's work report draws attention to measures to expand domestic demand. China has doubled its support for the replacement of consumer goods.
Jinwu Financial News | Domestic demand stocks generally showed an upward trend today. TINGYI (00322) rose 2.63%, reporting HKD 12.48; NONGFU SPRING (09633) stock price increased by 2.42%, to HKD 36.05; China Resources Beverage (02460) was up 1.31%, reporting HKD 13.9. In the field of domestic consumption stocks, Shenzhou International Group Holdings Limited Unsponsored ADR (02313) rose 1.64%, to HKD 58.9; LI NING (02331) increased by 1.18%, reporting HKD 17.2; ANTA SPORTS (02020) rose 0.17%, reporting HKD 90.45; XTEP INT'L (01
Citi Upgrades Li Ning Company to Buy From Neutral; Price Target Is HK$21
The adjustment of Hang Seng Index weights has triggered capital flows among major players: Alibaba and Tencent are facing short-term selling pressure, how should investors respond?
① How does the adjustment of the weight of leading stocks affect the related Stocks? ② Why is the "time window" for passive funds rebalancing concentrated on the day before it takes effect?
【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...
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