On January 14, Gelonghui reported that UBS Group downgraded the stock ratings of dining and sports apparel brands in last year's outlook, while remaining bullish on IP retailers. For this year, due to a slight improvement in the outlook for the CSI China Mainland Consumer Index, three investment themes were proposed, including category expansion, policy support, and inventory cycles. At the same time, they remain bullish on the categories and overseas expansion opportunities of IP retailers, and are slightly optimistic about the dining industry due to potential policy support. Due to the inventory clearing cycle, a relatively cautious attitude towards sports apparel stocks is maintained. UBS Group expressed a preference for POP MART (9992.HK), MINISO (9896.HK), HAIDILAO (6862.HK), Lao Pu Gold (6181.HK), BOSIDENG (3998.HK), YUM CHINA (9987.HK), and YUE YUEN IND (0551.HK), all rated as "Buy".
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大行评级丨瑞银:对今年内地消费看法略为改善,偏好泡泡玛特、名创优品、海底捞及波司登等
Large bank rating丨UBS Group: Slightly improved outlook on this year's CSI China Mainland Consumer Index, preferring POP MART, MINISO, HAIDILAO, and BOSIDENG among others.
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