金吾财讯 | 新消费概念股集体走强，截至发稿，布鲁可(00325)涨7.33%，古茗(01364)涨6.01%，蜜雪集团(02097)涨3.70%，上美股份(02145)涨2.55%，老铺黄金(06181)涨2.38%，锅圈(02517)涨1.60%，名创优品(09896)涨1.58%，毛戈平(01318)涨1.33%。消息面上，中金发表研究报告指出，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、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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