金吾财讯 | 新消费概念股部分走高，截至发稿，奈雪的茶(02150)涨4.27%，巨子生物(02367)涨3.60%，达势股份(01405)涨2.49%，老铺黄金(06181)涨2.45%，名创优品(09896)涨1.99%，卫龙美味(09985)涨1.57%，茶百道(02555)涨1.36%。消息面上，中金发表报告指，2025年国庆中秋假期共计8天，叠加更加灵活的前后拼假策略，催生更为活跃的消费窗口。拼假延长国庆高峰，出游景气度按年提升。另外，根据文旅部官网，各地将在消费月期间发放超4.8亿元的消费补贴，该行认为将进一步增强居民消费意愿，带动假日消费扩容提质。该行重点推荐悦己消费长期布局，推荐潮玩赛道及电子烟等板块，如泡泡玛特、布鲁可、思摩尔国际；布局国货崛起演绎趋势，推荐美妆、个护赛道，如毛戈平、巨子生物、上美股份、上海家化等；关注政策催化的受益板块，如内需政策支撑叠加旺季催化下的零售板块等。
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