Lyon released a research report stating that the bank's China consumer goods inspection delegation visited multiple cities in the mainland in May, and throughPop Mart(09992. HK)、Laopu Gold(06181. HK)Anta (02020. HK)After in-depth research by other enterprises, it is observed that investors are increasingly interested in Chinese consumer goods companies. The bank pointed out that these companies are becoming more and more popular, but investors concerned are mainly focusing on high-growth new consumption categories that cater to emotional value needs, such as IP business, gold jewelry, travel, outdoor activities and tea.
Among the current and emerging consumer goods outperformers, Lyon believes that those companies that can get rid of the deflation trap, such as Pop Mart and Laopu Gold, have the best profit visibility. These brands have strong attraction, can maintain their pricing power to consumers, and do not rely too much on online channels, thus avoiding the online promotion environment to squeeze prices.
Lyon's shopping mall survey shows that outdoor products, gold jewelry and consumer electronics are the outstanding performing types. It is recommended to pay attention to consumer goods IPOs in the Hong Kong market, steady growth companies such as Anta, high-growth companies such as Bubble Mart, and high-Dividend companies such asJiangnan Buyi(03306. HK)AndBosideng(03998. HK)。 In the report, Lyon updated Pop Mart's model and raised Pop Mart's target price from 170 yuan to 300 yuan. (hc/da) (Hong Kong stock quotation delayed at least 15 minutes. Short selling data as of 2025-06-12 16:25.)

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