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2025-12-03 15:32:09 Looking ahead to 2026, China's consumption market is expected to continue its moderate growth trend, according to BOCOMI's research report. Overall market demand growth was slow, but the rationalization of consumption and the upward shift in demand levels continuously drove structural differentiation, becoming an important growth driver for market segment. The broker suggested investors to adopt both aggressive and defensive strategies when investing in the consumption sector. On one hand, investors could allocate defensive segments with stable cash flow and strong demand resilience as a foundation. On the other hand, investors could actively deploy structural opportunities with high growth potential, and closely monitor new consumption trends and the potential for industry reshaping brought by technological changes. Focus should be placed on three categories of companies, naming those benefiting from better supply and demand and poised to unlock profit elasticity through efficiency improvement, such as SHENZHOU INTL (02313.HK) and YILI (600887.SH); niche leaders with keen consumption trend insights and rapid growth potential, such as POP MART (09992.HK) and MNSO (09896.HK); industry leaders with solid growth foundations, robust moat and anti-cyclical capability, such as ANTA SPORTS (02020.HK) and CHINA RES BEER (00291.HK), BOCOMI added. ~ AASTOCKS Financial News Website: www.aastocks.com | |