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Bank of America Securities' outlook for China's Consumer Industry in 2025: consumer policies are expected to continue to strengthen this year, raising the Target Price for many domestic demand stocks.
Merrill Lynch issued a Research Report, looking at the outlook for China's domestic demand Industry before 2025, considering policies and other factors.
Hong Kong market quick view | All three major indexes fell by about 1%, Tencent Related stocks all dropped, Weimob plunged over 40%; Golden Industrial Concept stocks rose against the trend, LINGBAO GOLD soared by 20%; Bruker's first day of listing surged
Network Technology stocks have generally fallen, with MEITUAN-W down 2.98% and SenseTime-W down 2.29%; Golden Industrial Concept stocks have all risen, with LINGBAO GOLD up 20.11% and CHINAGOLDINTL up 4.76%; Semiconductor stocks have risen, with HG SEMI up 12.96% and Innoscience up 5.74%;
Hong Kong stock afternoon review | The three major indexes all fell, Semiconductors and Golden Industrial Concept rose against the trend, Semiconductor Manufacturing International Corporation increased by over 5%, LINGBAO GOLD surged by over 10%.
Network Technology stocks declined, with MEITUAN-W falling 1.80% and NTES-S rising 1.59%; Golden Industrial Concept stocks rose, LINGBAO GOLD increasing by 10.63% and Zijin Mining Group rising by 3.27%; many Dining stocks dropped, with Helen's falling by 5.66% and Naixue's Tea dropping by 4.07%;
Hong Kong stocks fluctuated | Dining stocks continued their recent decline, with Helen's (09869) dropping over 6%. Consumer dining shows signs of weak recovery.
Dining stocks continue their recent downward trend. As of the time of writing, Hailun Si (09869) fell by 6.13%, trading at HKD 1.99; JIUMAOJIU (09922) fell by 3.17%, trading at HKD 2.75; XIABUXIABU (00520) fell by 3.33%, trading at HKD 0.87.
Hong Kong stock dining shares fell: Helen's down over 5%, HAIDILAO down over 3%.
On January 10, according to Gelonghui, Hong Kong dining stocks collectively performed poorly, with Hailun Si down over 5%, XIABUXIABU down 4.4%, HAIDILAO and Nayuki's Tea down over 3%, and JIUMAOJIU and HAITONG INT'L down over 2%.
Hong Kong stocks change | Dining stocks continue to decline, hot pot sector ignites price wars, Institutions state there is still room for the Dining consumer coupon policy to exert its force.
Dining stocks continued to decline. As of the time of publication, XIABUXIABU (00520) fell by 6.45%, trading at 0.87 HKD; JIUMAOJIU (09922) dropped by 6.29%, trading at 2.83 HKD; HAILUNSI (09869) decreased by 6.25%, trading at 2.1 HKD; HAIDILAO (06862) declined by 1.47%, trading at 14.7 HKD.
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