金吾财讯 | 新消费概念股部分逆市走强，截至发稿，沪上阿姨(02589)涨8.70%，蜜雪集团(02097)涨3.40%，古茗(01364)涨2.50%，锅圈(02517)涨1.19%，老铺黄金(06181)涨1.71%，布鲁可(00325)涨1.33%。
消息面上，中金公司发研报指，10月28日，“十五五”规划建议发布，消费行业是重要发展方向，明确提出“居民消费率明显提高，内需拉动经济增长主动力作用持续增强”是“十五五”时期经济社会发展的主要目标之一。该机构认为，中国消费市场复杂而多元、充满成长新机遇，在积极的消费鼓励政策助力下，新消费企业与传统消费行业中的白马龙头企业仍然有较大的发展空间和增长潜力。
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