The Mixue Group and Laopu Gold are leading the rise, the Hong Kong stocks consumer market has begun, can it become the new main line in the next phase?

After the beginning of 2025, the Hong Kong stock market is thriving, with the Hang Seng Index leading the Global Capital Markets. Internet Technology giants have raised the banner for a counteroffensive, and the valuations of the technology sector are gradually returning to a reasonable range. Driven by the dual forces of policy stimulus and demand recovery, the more cost-effective Hong Kong Consumer sector may become the main focus in the next stage.

Futu NewsMar 12 17:34

Express News | Zheng Zhanjie, the director of the National Development and Reform Commission: The special action plan to boost Consumer will be released and implemented soon.

BreakingsMar 6 15:15

Market Update | Hong Kong stocks in Dining show strong performance again, with Naixue's Tea skyrocketing over 30%. Institutions state that the support for Consumer subsidies is expected to increase.

In 2025, China's economy should strive for progress while maintaining stability, with boosting Consumer spending as a work focus.

Zhitong FinanceFeb 27 10:15

"Port Tower" has seen a 30% depreciation in value for a 215 square foot small unit in Chai Wan over four years, while a two-bedroom unit in Tsuen Wan Chui Fung Terrace sold for 4.63 million, setting a ten-year low.

Zhongyuan Lizongwen stated that this month, Chui Wah Garden in Sha Tin recorded three transactions, Unit 08 on a middle floor of Block B, with a usable area of 215 square feet, a one-bedroom layout, and an asking price of about 3.8 million HKD, reduced from 3.299 million HKD last November. Recently, after negotiations, it was sold for 2.788 million HKD, with a usable price per square foot of 12,967 HKD. The original owner purchased the unit for about 4.02 million HKD in 2021 and held it for about four years, resulting in a paper loss of 1.232 million HKD when sold, representing a depreciation of 30.6% during the holding period. Yu Junwen from the agency mentioned that the continuous low prices of new listings have caused second-hand transactions to hover at low levels. The Tsuen Wan area recorded about 40 second-hand transactions this month.

AASTOCKSFeb 21 15:02

Hong Kong stock Concept tracking | Placing the boost of Consumer on a more prominent position, the valuation of the Dining Sector is at a historical low (with Concept stocks attached).

Boosting consumer spending is of utmost importance for expanding domestic demand and strengthening the domestic circulation.

Zhitong FinanceFeb 20 10:34

Hong Kong stocks movement | Dining stocks mostly rose in the morning as the State Council executive meeting discussed measures to boost consumer-related work. Focus on the sector's terminal demand recovering.

Most Dining stocks rose in the morning session. As of the time of writing, JIUMAOJIU (09922) increased by 8.33%, reporting at 3.12 Hong Kong dollars; Hailunsi (09869) rose by 5.26%, reporting at 2.2 Hong Kong dollars; Xiaocaiyuan (00999) increased by 4.21%, reporting at 10.16 Hong Kong dollars; XIABUXIABU (00520) rose by 2.15%, reporting at 0.95 Hong Kong dollars.

Zhitong FinanceFeb 20 10:13