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Orient: Consumer stimulus policies have been implemented, and the consumer sentiment among residents has significantly rebounded.
The trend of Consumer recovery is good, the momentum of online retail continues to be released, and the increase in Trade volume in the e-commerce Industry is strongly supported, maintaining a Bullish rating for the Industry.
Topsports International Holdings' (HKG:6110) Earnings Have Declined Over Five Years, Contributing to Shareholders 58% Loss
Hong Kong stocks are experiencing fluctuations | Sporting Goods stocks are rising as the Sports Industry welcomes Bullish news recently, and the penetration rate of domestic sports shoes and clothing is expected to accelerate.
The sporting goods stocks collectively rose. As of this report, POU SHENG INT'L (03813) increased by 4.35%, trading at 0.48 HKD; XTEP INT'L (01368) rose by 4.25%, trading at 4.91 HKD; TOPSPORTS (06110) went up by 3.2%, trading at 2.9 HKD.
The market continues to rebound with reduced volume, continuously monitoring the rotational opportunities between the CSI Consumer 360 index and self-control.
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[Brokerage Focus] CITIC SEC: Tariff disruptions will further accelerate the elimination of small and medium capacities in the Industry, leading brand OEMs are expected to continue increasing their market share in the long term.
Jin Wu Financial News | CITIC SEC stated that although the textile and apparel industry has long been one of the focus areas of trade frictions, the intensity and scope of this round of "equivalent tariffs" plans exceeded market expectations, leading to a concentrated decline in the stock prices of upstream OEMs and downstream brand companies recently. Amid the ongoing uncertainty brought by subsequent tariff plans, the bank suggests paying attention to the following factors: ① For manufacturing companies, the proportion of revenue from the USA, the distribution of production capacity among various companies, and whether subsequent tariffs will be distributed as core variables; in extreme cases, the maximum impact on profitability may be close to the proportion of revenue from the USA; ② For brand companies, the high or low proportion of revenue from the USA and the brand's positioning itself.
Trending Industry Today: TOPSPORTS Leads Losses In Sporting Goods Stocks
