中金:内地黄金周年轻人成消费主力悦己消费长期布局 推荐潮玩及电子烟等板块

智通财经
Oct 13

智通财经APP获悉,中金发布研报称,2025年国庆+中秋假期消费数据陆续发布,整体来看,在更长的假期窗口带动下,境内与出入境出行热度均高企,消费数据普遍表现亮眼,呈现出年轻化、重体验等趋势,同时家居家电、户外运动等可选品类有较好表现。

中金指,据内地交通运输部,内地10月1日至8日全社会跨区域人员日均流动量同比增6.2%,飞猪数据显示假期出行客单价同比提升14.6%,中金认为主因出入境游持续恢复,同时国内“长途游”、“分段游”占比提升。境内方面,商务部重点监测78个商圈前3日客流、营业额同比分别增4.2%、4%,境外方面,国家移民局数据显示全国口岸日均出入境旅客数突破200万人,同比增15%。

中金表示,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(09992)、布鲁可(00325)、思摩尔国际(06969);布局国货崛起演绎趋势,推荐美妆、个护赛道,如毛戈平(01318)、巨子生物(02367)、上海家化(600315.SH)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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