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【Popular Industry】The economy "pets" a new type of Consumer market.
Jinwu Finance | In the context of ongoing consumer stimulation policies, the A-share Pet Economy Sector surged today, with Tianyuan Pet, Yantai China Pet Foods, and Yiyi Holdings reaching their daily limit. Since the beginning of this year, Consumer Fund managers have shifted their focus from traditional consumption to new consumption sectors, with the Pet Economy being one of them. Currently, China's pet industry is in a period of rapid growth, with the market size expected to exceed 300 billion yuan by 2024. Changes in consumer trends are bringing new opportunities to the industry and are becoming an important support for the continuous prosperity of the Pet Economy. Moreover, with the changes in China's population structure and the increase in emotional needs, young people and the silver-haired demographic have become the main force in the pet consumption market.
BLOKS: ANNUAL REPORT 2024
Everbright: Initiates a "Shareholding" rating on Bluco (00325) with a Target Price of 5.60 Hong Kong dollars.
The bank stated that the company, as a leader in the toy assembly category in China, is expected to accelerate the release of profits with the scale effect.
Bruker Corp (00325) rose by 7.89%, with Institutions indicating it is expected to fully benefit from the rapid development dividends of the Industry.
Jingwu Financial News | Bruker Corp (00325) stock price is rising, up 7.89% as of the report, trading at 109.4 Hong Kong dollars, with a transaction amount of 0.11 billion Hong Kong dollars. On the news front, Tianfeng issued a Research Report indicating that recently Bruker held the 2025 Global Partner Conference, where the company introduced the "Product Ecosystem" Concept for the first time. The company's product ecosystem resembles a large tree, with the innovation and research system as the roots (boasting over 500 patents to establish core competitiveness, six classic series, over 600 SKUs), a rich and diverse global IP (about 50 IPs) and product matrix as the branches, and global users and BFC as the leaves, along with partners.
Hong Kong stocks close | Under the shadow of tariffs, major indices performed unevenly. ZHOU HEI YA surged nearly 8%, leading the Consumer stocks to break through.
① How did Trump's tariff policy lead to a divergence in the Hong Kong stock market? ② Why does HTSC still recommend allocating to Hong Kong stock dividend direction despite tariff disruptions?
The maternal and infant consumption vouchers boost Blukoo, with the company's stock price experiencing three consecutive days of increase.
① To what extent does the high dependence of Blukoo on Licensed Intellectual Property (IP) such as Ultraman pose a challenge to its long-term market competitiveness and risk resistance? ② What is the core driving force behind the expected increase in the penetration rate of China's construction role-playing toy market from 14.3% to 35.6%?
Sunny Soh OP : Here's the post: https://www.linkedin.com/posts/tian-tian-c-40b7a8110_market-view-nvidia-criticised-new-chip-export-activity-7283432233401466881-EPCc?utm_source=share&utm_medium=member_android
Sunny Soh OP Sunny Soh OP : You can also listen to it on Apple Podcast and Spotify here:
Apple: https://lnkd.in/gcfTThq3
Spotify: https://lnkd.in/grmTa3k5"
Sunny Soh OP : U.S. payrolls grew by 256,000 in December, much more than expected; unemployment rate falls to 4.1%
https://www.cnbc.com/2025/01/10/jobs-report-december-2024.html?__source=androidappshare