MINISO's "Amusement Park Series" stores have reached 65 locations, and the Hong Kong Stock Connect Consumer ETF Huaxia (513230) is currently up nearly 2%.

April 8, Hong Kong stocks staged a major rebound. As of the midday close, the Hang Seng Index rose 2.82% to 25,824.43 points; the Technology Index rose 4.42% to 4,886.15 points; and the State-owned Enterprise Index rose 2.36% to 8,656.31 points. The Hong Kong stock consumer sector remained strong through the midday session, with the Hong Kong Stock Connect Consumer ETF Huaxia (513230) up nearly 2%. As of April 7, the scale of the Hong Kong Stock Connect Consumer ETF Huaxia (513230) reached 472 million yuan.

On April 7, according to information disclosure from Miniso, it has rolled out 65 “Amusement Park Series” stores globally, covering core store formats including MINISO SPACE, MINISO FRIENDS, MINISO LAND, and SUPER MINISO. The average floor area per store in this series reaches 1,200 square meters, which is 6 times that of a regular store; each store aggregates 8,000 to 10,000 SKUs (Stock Keeping Units), of which 90% are IP products. The average performance of these stores is up more than 900% compared with regular stores. The “Amusement Park Series” stores reflect Miniso’s strategy of “opening large stores and opening good stores.”

In the earlier period, multiple Hong Kong-listed consumer companies released their annual reports, with standout performance. China Galaxy Securities pointed out that 2026 will be a major sports year; major events such as the Winter Olympics, the World Cup, and the Asian Games are expected to significantly boost sales of sports and outdoor products. Hong Kong-listed sports brands such as Anta Sports, Xtep International, and 361 Degrees all posted full-year 2025 results that exceeded expectations. Among them, Anta’s other brand segments saw revenue increase by 59% year over year, becoming a core driver of growth; Xtep’s professional sports segment (represented by Saucony) saw revenue rise by 30.8% year over year. Meanwhile, Pop Mart’s 2025 revenue surged 184.7% year over year, and its gross margin increased to 72.1%. Its IP matrix and globalized network are releasing long-term growth potential.

The Hong Kong Stock Connect Consumer ETF Huaxia (513230) tracks the CSI Hong Kong Stock Connect Consumer Theme Index. The index covers leading companies in traditional service industries such as culture and travel and catering, and also includes high-elasticity assets such as trendy toys and gold jewelry, as well as high-dividend targets such as sports apparel and white goods. The constituent stocks nearly cover every segment of Hong Kong consumer stocks, including Pop Mart, Yum China, Lao Puo Gold, Anta Sports, Mao Geping, Nongfu Spring, Mixue Ice City, and other consumer leaders.

Daily Economic News