China Merchants International has released a research report indicating that policy-driven consumer growth continues to improve, and the mainland consumer goods industry may have opportunities for revaluation. Although sales growth in the mainland retail market is still under pressure, it has shown further improvement compared to September. Sales growth in the segments of home appliances and apparel retail industries exceeded expectations, while industries such as sports apparel, dining, and tourism basically met expectations. Currently, the industry rating has been upgraded to "outperform."
China Merchants International favors Haier Smarthome (06690.HK), Xtep (01368.HK), Anta (02020.HK), jnby (03306.HK), Bosideng (03998.HK), Yum China (09987.HK) (YUMC.US), DPC Dash (01405.HK), and Atour Lifestyle Holdings (ATAT.US), all with a "buy" rating.