港股新消费概念股走强，蔚来涨超7%，卫龙美味涨超4%，泡泡玛特、名创优品涨超3%，布鲁可涨超2%。国泰海通认为新消费本质是经济转型阶段下的产业结构性红利，体现在食品饮料产业的本质是渠道裂变、品类创新及新市场开拓驱动个股业绩释放，我们认为上述结构性红利仍能持续一定时间；经过调整后，当下市场对新消费为代表的高成长标的盈利预期修正相对充分，且当下已迈入业绩期，横向比较来看，饮料、休闲食品等赛道仍具备较高...
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