"Big Bank" Lyon: Market interest in Chinese "new consumer stocks" increases, Pop Mart (09992. HK) target price to 300 yuan

阿斯达克财经2025-06-13

Lyon published a research report stating that the bank's China consumer goods delegation visited many cities in the mainland in May, and through in-depth research on Pop Mart (09992. HK), Laopu Gold (06181. HK), Anta (02020. HK) and other companies, it was 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 current and emerging consumer top performers, Lyon...

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