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<Research>G Sachs: Investor Expectations for New Consumer Stocks Rising; Any ST Negative News Could Trigger Sell-offs
According to Goldman Sachs' report, China's overall consumption trends were lackluster in 2Q25. The broker observed that several sectors, including baijiu, dairy products, ...
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<Research>G Sachs: Investor Expectations for New Consumer Stocks Rising; Any ST Negative News Could Trigger Sell-offs
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According to Goldman Sachs' report, China's overall consumption trends were lackluster in 2Q25. The broker observed that several sectors, including baijiu, dairy products, sportswear, cosmetics, condiments, and ready-to-eat foods, were experiencing a QoQ weakening in demand.

Despite resilient growth in retail sales reported by China's National Bureau of Statistics and a robust increase in total gross merchandise volume during the 618 shopping festival, both of which have benefited from ongoing government policies encouraging trade-ins.

Related NewsCCBI Raises ANTA SPORTS (02020.HK) TP to $106 as 2Q Retail Sales In Line
While market preferences for consumer stocks remained divided, the broker said that investors continued to favor new consumer brands capable of delivering unique growth amid overall demand uncertainty, which reflected in solid share price performance and valuation premiums.

It is worth noting that, however, investor expectations are rising along with intensifying debates over growth prospects for 2026. It is possible that any short-term negative news would trigger selling pressure.

At the individual stock level, Goldman Sachs preferred ANTA SPORTS (02020.HK)  +0.550 (+0.599%)    Short selling $75.61M; Ratio 23.933%   , LAOPU GOLD (06181.HK)  -11.000 (-1.258%)    Short selling $72.73M; Ratio 11.833%   , Yum China (YUMC.US)      , WH GROUP (00288.HK)  +0.040 (+0.517%)    Short selling $5.08M; Ratio 7.566%   , TSINGTAO BREW (00168.HK)  +0.600 (+1.181%)    Short selling $1.74M; Ratio 2.451%   , GUMING (01364.HK)  -0.650 (-2.515%)    Short selling $2.01M; Ratio 2.958%   , TINGYI (00322.HK)  -0.080 (-0.703%)    Short selling $3.85M; Ratio 11.941%   , GIANT BIOGENE (02367.HK)  +2.650 (+4.621%)    Short selling $43.94M; Ratio 10.602%   , MINISO (MNSO.US)      , and CR BEVERAGE (02460.HK)  +0.340 (+2.881%)    Short selling $3.61M; Ratio 8.931%   . All were included on the Buy list.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-17 12:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

Related NewsCMBI Cuts ANTA SPORTS (02020.HK) TP to HKD111.54; 2Q Overall Retail Sales Slightly Miss

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