金吾财讯 | 新消费概念股再起升势，截至发稿，锅圈(02517)涨5.42%，巨子生物(02367)涨4.22%，蜜雪集团(02097)涨3.98%，上美股份(02145)涨3.48%，零跑汽车(09863)涨2.96%，蔚来-SW(09866)涨2.81%，泡泡玛特(09992)涨2.97%。华创证券发布研报称，中国宏观经济的发展带来居民生活大幅改善，也带来消费需求进阶及消费产业主旋律的变迁。过去二十年，“衣食用”等基础生存型实物消费已先后实现消费量饱和及价格升级，其中2015年前后中国大类消费品销量先后饱和，包括酒饮、饮料、空调、手机等，销量增速连下台阶，而往后十年迎来品质提升主旋律，价升成为消费主导逻辑。当前商品消费价格增速放缓意味着商品消费升级已然成熟，相较于满足功能性、基础生存需求的商品消费，服务消费的核心锚点在于更高层次的生活体验(如情绪共鸣、社交认同)和价值型需求(如人生发展、自我实现)等，判断将成为中国消费下一个十年的主旋律。
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