Back    Zoom +    Zoom -
<Research>Guosen Securities Reviews Recent Southbound Stock Connect Holdings in Tea Beverage Stocks: MIXUE GROUP/ GUMING/ CHABAIDAO See Increases
Recommend
37
Positive
62
Negative
35
Some tea and beverage stocks gained traction today. MIXUE GROUP (02097.HK) surged 4.5% to HKD537. GUMING (01364.HK) rocketed 7.2% to HKD27.4, CHABAIDAO (02555.HK) swelled 4.2%. NAYUKI NAYUKI (02150.HK) even spiked 30.2% to HKD1.64.

Guosen Securities released a report this Monday (30th) on China's social services sector, in which it reviewed Southbound Stock Connect's holdings in the industry during the period from June 16 to 27, 2025.

Related NewsG Sachs Lists Recent Developments in Instant Retail Biz of CN E-commerce Platforms (Table)
The broker found that TIANLI INT HLDG (01773.HK), CHABAIDAO, MIXUE GROUP, and GUMING saw increased holdings. TIANLI INT HLDG' shareholding ratio rose 1.41 ppts to 43.16%, CHABAIDAO's grew 0.86 ppts to 25.34%, MIXUE GROUP's climbed 1.83 ppts to 6.89%, and GUMING's leaped 2 ppts to 6.24%.

In contrast, HAIDILAO (06862.HK)'s shareholding ratio dropped 0.39 ppts to 18.05%, JIUMAOJIU (09922.HK)'s fell 0.12 ppts to 42.9%, HELENS (09869.HK)'s dipped 0.7 ppts to 27.28%, and NAYUKI NAYUKI slipped 0.56 ppts to 25.72%.

Guosen Securities maintained an Outperform rating on the sector. With China continuing to roll out favorable policies to boost domestic demand, the social services sector is expected to see a sustained recovery in valuations during the period.

Related NewsCICC: Investors Shall Moderately Reduce Positions in HK Stocks in ST, Keep 'Bullets' for Future Opportunities
In the current economic environment and market style, the broker recommended allocating to MIXUE GROUP, TIANLI INT HLDG, CHINA EAST EDU (00667.HK), TRIP.COM-S (09961.HK), MEITUAN-W (03690.HK), and TONGCHENGTRAVEL (00780.HK), among others.
AAStocks Financial News