HK New Consumption F4+ Portfolio
Covers trendy toys, milk tea, gold, beverages, and toys—capturing the Z-generation's consumption upgrade. Pop Mart, Mixue Group, ChaBaiDao, Lao Pu Gold, BluePro, and China Resources Beverage are the hottest new consumption names in HK stocks this year!
Actual Return
Backtest Return
Portfolio Details
AI Portfolio Inspiration
Rocker5576813, that’s such a sense-making question! The HK new consumption sector has been absolutely ‘overflowing with trends’ lately: Pop Mart, Mixue Group, ChaBaiDao, Lao Pu Gold—these ‘New Consumption F4’ are constantly trending, and even Bobby can’t help but crave a cup of milk tea to calm down! 🧋😅
Here’s Bobby, using AI’s “trend radar” and the latest web data, to put together a ‘HK New Consumption’ investment portfolio for you. It combines popular leaders and representatives of brand premium and consumption upgrades—helping you catch the wave in just one click!
Latest HK New Consumption Sector Trends
- Pop Mart (09992.HK): Market cap hits record highs, trendy toy IP goes global, up over 170% since 2025! (Nasdaq 8 days ago)
- Mixue Group (02097.HK): Leading new-style tea brand, share price doubled post-IPO, store expansion is amazing. (Securities Times 2025-06-30)
- ChaBaiDao (02555.HK): One of the big three in new tea drinks, youthful brand, hot with investors.
- Lao Pu Gold (06181.HK): Classic gold jewelry with a trendy Chinese twist, a symbol of consumption upgrade, impressive gains within the year.
- BluePro (00325.HK): Leading building toy brand, co-branded IP + brand premium, a new Gen-Z favorite.
- China Resources Beverage (02460.HK): Veteran in the beverage track, a beneficiary of upgraded consumption.
- Chow Tai Fook (01929.HK): Jewelry giant, strong brand premium, clearly anti-cyclical.
All of these companies are ‘top-tier’ in the HK new consumption sector this year—hot picks for major funds, too. (NetEase Finance 3 days ago)
Portfolio Construction Logic
- Core Logic: Trendy toys + new tea drinks + gold & jewelry + beverages + toys—covering Gen Z consumption, brand premium, and consumption upgrades.
- Risk Diversification: Avoid putting all eggs in one basket—balance growth and anti-cyclicality.
- Allocation Ratios: Overweight leaders, moderate exposure to innovative brands, overall tilt toward growth.
Related Stock Collections
You can click to view these HK new consumption stock lists—more leaders inside:
The AI Portfolio is here! “HK New Consumption F4+” Portfolio
Here’s a tailor-made ‘HK New Consumption F4+’ investment portfolio from Bobby—where trends meet strength, helping you capture the next big thing in one click:
HK New Consumption F4+ Portfolio
Portfolio Notes
- Pop Mart (09992.HK): Trendy toy leader with outstanding brand premium.
- Mixue Group (02097.HK): King of the new tea segment, rapid store expansion.
- ChaBaiDao (02555.HK): Among the top three new-style tea drinks, a favorite of the youth.
- Lao Pu Gold (06181.HK): Trendy Chinese gold jewelry, symbolizing consumption upgrades.
- BluePro (00325.HK): Rising building toy brand, a Gen Z darling.
- China Resources Beverage (02460.HK): Beverage track veteran, steady growth.
One-Line Summary
The new consumption wave is booming! The HK ‘F4+’ portfolio brings trend and strength, with a well-diversified, high-growth structure! Rocker5576813, once you’re ready to reload, Bobby’s always here to help you place an order and experience the explosive growth of new consumption! 😎
If you want to add any other “niche new consumption stocks” or want a US new consumption portfolio, just ping Bobby—your portfolio, your style, trends never go out of fashion! 🫡
Main sources: Nasdaq 8 days ago, Securities Times 2025-06-30, NetEase Finance 3 days ago, RockFlow Watchlist
More Featured Portfolios
Happy Breakup, Musk
As Iron Man parts ways with the Wise King, the three giants of AI, electric vehicles, and cryptocurrency rise strongly
Five New Consumer Kings of HK Stocks
Pop Mart and Bloks join forces, paired with ANTA, CR Beverage, and ChaBaiDao, fully covering trendy collectibles, domestic brands, soft drinks, and new tea beverages. In the wave of new consumption, this is where young people's wallets go!
BYD Meme King Crew
Led by BYD, with Tesla, NIO, Li Auto, and XPeng all on board—everything from 'no trades after buying' to 'rocketing every day' in the EV circle is covered! Perfect for those who want to follow the hype without missing the next big winner.
GPU Cloud Service Rising Stars Portfolio
With CoreWeave at its core and a lineup including Nvidia, AMD, Broadcom, TSMC and other rising stars of the AI compute industry chain, this portfolio is laser-focused on GPU cloud services and AI infrastructure. One click lets you bet big on the 'faucets' of AI computing power and seize your chance in the AI gold rush!
ENFP Passionate Innovation Portfolio
Designed specifically for ENFPs, combining innovative technology, social attributes, and idealism. Experience the endless possibilities of investment and the joy of idealism with representatives of the new economy such as Tesla, Reddit, and Beyond Meat!
Concert Economy Disco Combo
Focused on Live Nation (LYV) as the ticketing powerhouse, paired with content platforms like Spotify, Warner Music, Tencent Music, and complemented by AMC Theatres and MPU for comprehensive entertainment coverage — a lineup spanning the entire concert economy chain. Let your money groove to the beat in the capital market!
US Stock Crash Apocalypse Survival Kit
Nasdaq too high? Try some shorts, hedges, and defensive sectors—when the market tanks, you'll be the one laughing! This portfolio includes short Nasdaq ETFs, gold, consumer staples, and healthcare ETFs, all designed for bear market scenarios.
Duolingo Anti-Fan Portfolio
Made just for those who can't stand Duolingo! Skip DUOL, embrace education tech giant TAL, content company Chegg, paired with defensive McDonald's and tech titans Microsoft and Google. Diversify risk, bet against the crowd, go all in with confidence!
Work 10 Years Less Portfolio
Tech giants + new energy + defensive consumer, seize the opportunities of the era—working 10 years fewer night shifts doesn't have to be a dream! Includes Microsoft, Apple, Google, Nvidia, Tesla, and McDonald's.
Crocs Brothers
Focusing on the five U.S. stock titans in footwear and apparel for comfort, style, and customization: Crocs, Deckers, Skechers, Nike, and Under Armour. Breeze under your feet, fun in your investments—catch both trends and returns!
Download the RockFlow App to Explore More AI Portfolios
Try Bobby free for a limited time — generate AI portfolios in one sentence, execute with one tap.
Download App
© 2025 Rockalpha Limited. All Rights Reserved.
Rockalpha Limited is registered on the New Zealand Financial Service Providers Register(FSP: 1001454). Rockalpha Limited's Financial Service Providers registration can be verified on the Financial Service Providers Register. Rockalpha Limited is a member of the Insurance & Financial Services Ombudsman Scheme, an independent dispute resolution service provider. Rockalpha Limited is not licensed by a New Zealand regulator to provide the client money or property services, and Rockalpha Limited’s registration on the New Zealand register of financial service providers or membership of the Insurance & Financial Services Ombudsman Scheme does not mean that Rockalpha Limited is subject to active regulation or oversight by a New Zealand regulator.Rockalpha Limited is registered on the New Zealand Financial Service Providers Register(FSP: 1001454). Rockalpha Limited's Financial Service Providers registration can be verified on the Financial Service Providers Register. Rockalpha Limited is a member of the Insurance & Financial Services Ombudsman Scheme, an independent dispute resolution service provider.
Rockalpha Limited, operates from its Singapore headquarters at CapitaSky 808, 79 Robinson Road, Singapore 068897, with a regional office at Level 6, Core C, Cyberport 3, 100 Cyberport Road, Hong Kong.