$Chagee(CHA.US) rose by nearly five points, $HAIDILAO(06862.HK) saw a slight increase, and $POP MART(09992.HK) experienced a slight decline 😔. The store count and per-store model for new-style tea drinks have recently been recalculated, while the hot pot sector is still waiting for turnover rate data. Sentiment in the trendy toy segment has cooled down significantly compared to before. Although both are part of new consumption, their rhythms have completely diverged.
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