Bank of China International released research stating that it currently holds a cautiously constructive view on China's Consumer market for 2025, believing that the recovery progress of the consumer market will depend on how supportive policies issued by authorities are conveyed and their effectiveness. It is predicted that next year, investor risk appetite will increase, driven by demand, resulting in a reevaluation of Industry value.

The bank also stated that market competition is becoming intense, hence when selecting stocks, there will be a tendency to favor companies with visible profit growth. The preferred choice in the CSI SWS Food & Beverage index is Master Kong (00322.HK) and China Resources Beverages (02460.HK), while in the Dining industry, YUM CHINA (09987.HK) is the top choice. Bank of China International believes that the central government's policy stance next year will be proactive, likely shifting to a supply-centered mindset. It predicts that the instant noodle market can maintain low single-digit growth starting next year, with average product prices and sales volume reaching equilibrium. Although it is expected that the price war in packaged drinking water will not escalate further, the market will still remain volatile.

In the Beer Industry, it is predicted that companies' revenues will record low to mid single-digit growth, mainly benefiting from a moderate rise in average product prices and stable sales. Regarding the dining market, considering that the business models of chain dining giants are more flexible, their performance will be stronger. Fast food brands are expected to actively open new stores to increase penetration, but the average transaction value is likely to soften or suppress same-store sales growth.