&#34;July turns around, August is red,&#34; the bull market of A-shares continues to burn in September, while the previously underestimated consumer stocks gradually come into the market's focus.
Unlike past bull markets, in this round, traditional consumer sectors such as liquor, duty-free, and home appliances are no longer the leading sectors for the market and consumer stocks, and various &#34;Moutai indices&#34; have performed quite average.
On the contrary, segmented leading companies that align with public consumption characteristics, can stimulate market consumption enthusiasm, and resonate with public sentiment are gradually receiving investment attention. Sometimes, a genuine lemon, an indestructible pot, or an unavailable pizza can suddenly trigger a &#34;resonance point&#34; among consumers and investors, leading to a good market performance.
<h2>Can a &#34;pot&#34; drive a wave of market movement?</h2>
On September 8, ASD quickly surged after a slight dip at the opening, reaching over 7% at one point during the day, and closing up 4.75%.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/ae0ee1e1-1756-44f4-bef4-aaa7b83525bc.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/ae0ee1e1-1756-44f4-bef4-aaa7b83525bc.png"/>
ASD's strong performance that day may be related to a viral internet video that circulated in the days prior. The video was taken from a news story titled &#34;A man in Zhejiang forgot to turn off the heat after brewing traditional Chinese medicine, and the small fire burned for 27 days without incident.&#34; Interestingly, netizens did not solely draw fire safety lessons from it; instead, they began to seek out the &#34;indestructible pot&#34; that had been used for 27 days without damage. Ultimately, this pot was confirmed to be produced by ASD, sparking a wave of interest in &#34;indestructible pots.&#34;
From an indestructible pot to the search for &#34;pot strength,&#34; the entire process is filled with the current internet's characteristics of &#34;analogous reasoning&#34; and &#34;spontaneously creating hotspots,&#34; but behind it is the trend of domestic consumer goods companies, where &#34;quality&#34; and &#34;quantity&#34; rise together, and brand recognition gradually increases among the public, thereby gradually replacing imported products in market share.
<h2>A lemon drives a wave of hot sales</h2>
There are multiple cases where sudden news events have led to public consumer recognition.
In March of this year, before and after the listing of MIXUE Ice City, discussions and debates arose regarding whether its lemonade used genuine fresh lemon slices.
However, once the public confirmed that MIXUE Ice City's lemonade was indeed made with &#34;freshly cut and mashed&#34; lemon slices, a wave of consumption enthusiasm quickly formed. Amid the fervent recognition, MIXUE Ice City rapidly generated a significant market movement after its listing.
From the stock price perspective, the lowest price on the first day of MIXUE Ice City's listing was 256 yuan, which remains its historical lowest price to date, while it surged to over 618 yuan at its highest this year, with a maximum increase of over 140%.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/3ef37ac7-fe75-444c-99f4-8956ebc5cee9.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/3ef37ac7-fe75-444c-99f4-8956ebc5cee9.png"/>
At the same time, the latest interim report released by MIXUE GROUP also shows that its revenue and profit have both increased by nearly 40%. From the heat of news to the heat of consumption, from the heat of consumption to the heat of investment, and the heat of investment in turn drives the consumption heat of physical stores, the formation of this virtuous consumption cycle was hard to imagine in the past.
<h2>A Pizza Drives a Bull Stock</h2>
In fact, there are precedents in overseas capital markets for cases where a flagship product drives a company's sustained growth.
Earlier this year, in August, a news story from Hebei sparked much discussion: the news reported that Domino's opened its first store in Handan, with sales exceeding 540,000 yuan on the opening day and the number of orders reaching 6,020, breaking the global sales record for Domino's stores.
Behind this news, Domino's, as a consumer chain restaurant enterprise with locations around the world, has long been a long-term bull stock in the U.S. stock market.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/5632ec2b-f228-422f-88c1-c06b3db2cea2.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/5632ec2b-f228-422f-88c1-c06b3db2cea2.png"/>
From the stock price perspective, Domino's, as a restaurant chain focused on pizza, has increased nearly 30 times in the U.S. stock market over the past sixteen years. This is closely related to its appropriate product positioning, gradually enriched product categories, and thus gaining huge growth space in the consumer goods market.
<h2>&#34;Domestic Goods Consumption&#34; Is the Trend</h2>
Looking back at the above case, the market performance of ASD's &#34;good pot&#34; reflects the era's voice of the gradual iteration and upgrading of domestic consumer goods. From this major trend, it can be imagined that the market's recognition of A-share consumer stocks will clearly not end in the short term.
Behind MIXUE Lemon Tea, this showcases the positive interactive relationship between the business world and the investment world in the consumer industry, which is particularly evident in the performance of new consumer industries and consumer stock trends.
And Domino's Pizza demonstrates the vast space of a consumer product with good quality and cost-effectiveness in the global market.
In this sense, the path of domestic consumer goods from &#34;strong pots&#34; to &#34;strong stocks&#34; will not stop, but will only become wider.
Risk Warning and Disclaimer
The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial conditions, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at their own risk

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With the continued bull market in A-shares, consumer stocks are gradually gaining market attention. Unlike before, traditional consumer sectors are performing mediocrely, while leading companies in niche segments, such as ASD, have gained favor with investors due to the viral "pot is strong" video, with stock prices rising by 4.75%. In addition, MIXUE GROUP has sparked a consumption craze due to its use of fresh lemon slices, with stock prices rapidly increasing after its listing. These phenomena indicate that domestic consumer goods are gradually replacing overseas brands in market share

- The A-share market continues to thrive in September, with previously undervalued consumer stocks gaining attention.  
- Notably, companies like Aishida and Mixue Ice City have seen significant market performance driven by consumer sentiment and viral trends, showcasing the growing recognition of domestic brands.  
- This trend indicates a shift towards domestic consumer goods, suggesting that the market's acceptance of A-share consumer stocks is likely to persist in the long term.

Will domestic consumer goods become the next market hotspot, from "pot strong" to "stock strong"?