--- title: "Citi Expects Improved Sentiment for Domestic Demand Stocks, Recommends 10 Large Consumer Stocks" type: "News" locale: "en" url: "https://longbridge.com/en/news/292579331.md" description: "Citi expects improved sentiment for domestic demand stocks following the State Council's approval of the '15th Five-Year Plan' to expand consumption. The bank recommends 10 large-cap Chinese consumer stocks with attractive valuations, including Midea Group, Anta Sports, and Li Ning. Top picks are Anta Sports, Midea Group, and Atour Lifestyle Holdings, anticipating gradual market sentiment improvement despite no immediate significant boost from new policies." datetime: "2026-07-14T07:00:48.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/292579331.md) - [en](https://longbridge.com/en/news/292579331.md) - [zh-HK](https://longbridge.com/zh-HK/news/292579331.md) --- # Citi Expects Improved Sentiment for Domestic Demand Stocks, Recommends 10 Large Consumer Stocks Citi published a report stating that the State Council approved the "15th Five-Year Plan" for expanding consumption, targeting continued expansion in the overall scale of the consumer market by 2030, with Total Retail Sales of Social Consumer Goods reaching around RMB60 trillion, while consumption's role in driving economic growth will be further strengthened. Although the bank does not expect the new policy to immediately provide a significant boost to consumption, it believes the measures will gradually improve market sentiment toward China's discretionary consumer stocks, especially amid recent sector rotation by investors. The bank's favored 10 large-cap Chinese consumer stocks with attractive valuations include MIDEA GROUP (00300.HK) +0.850 (+0.957%) Short selling $112.01M; Ratio 36.673% , ANTA SPORTS (02020.HK) +0.250 (+0.341%) Short selling $31.23M; Ratio 28.652% , LI NING (02331.HK) +0.210 (+1.427%) Short selling $14.68M; Ratio 23.557% , CHOW TAI FOOK (01929.HK) +0.090 (+0.774%) Short selling $7.01M; Ratio 27.688% , MENGNIU DAIRY (02319.HK) +0.390 (+2.308%) Short selling $62.99M; Ratio 31.841% , HAIDILAO (06862.HK) +0.180 (+1.647%) Short selling $10.40M; Ratio 21.998% , TSINGTAO BREW (00168.HK) \-0.340 (-0.773%) Short selling $8.89M; Ratio 14.476% , BOSIDENG (03998.HK) +0.050 (+1.062%) Short selling $4.04M; Ratio 9.555% , CHINA RES BEER (00291.HK) \-0.020 (-0.087%) Short selling $11.44M; Ratio 26.462% , and WH GROUP (00288.HK) +0.050 (+0.625%) Short selling $27.12M; Ratio 31.849% . Citi's top picks in China's discretionary consumer sector are ANTA SPORTS (02020.HK) +0.250 (+0.341%) Short selling $31.23M; Ratio 28.652% , MIDEA GROUP (00300.HK) +0.850 (+0.957%) Short selling $112.01M; Ratio 36.673% and Atour Lifestyle Holdings Limited (ATAT.US) .(ha/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-07-14 12:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.) ### Related Stocks - [ATAT.US](https://longbridge.com/en/quote/ATAT.US.md) - [02331.HK](https://longbridge.com/en/quote/02331.HK.md) - [000333.CN](https://longbridge.com/en/quote/000333.CN.md) - [02020.HK](https://longbridge.com/en/quote/02020.HK.md) - [00300.HK](https://longbridge.com/en/quote/00300.HK.md) - [01929.HK](https://longbridge.com/en/quote/01929.HK.md) - [02319.HK](https://longbridge.com/en/quote/02319.HK.md) - [06862.HK](https://longbridge.com/en/quote/06862.HK.md) - [00168.HK](https://longbridge.com/en/quote/00168.HK.md) - [03998.HK](https://longbridge.com/en/quote/03998.HK.md) - [00291.HK](https://longbridge.com/en/quote/00291.HK.md) - [00288.HK](https://longbridge.com/en/quote/00288.HK.md) - [82020.HK](https://longbridge.com/en/quote/82020.HK.md) - [82331.HK](https://longbridge.com/en/quote/82331.HK.md) - [600600.CN](https://longbridge.com/en/quote/600600.CN.md) - [80291.HK](https://longbridge.com/en/quote/80291.HK.md) - [WHGLY.US](https://longbridge.com/en/quote/WHGLY.US.md) ## Related News & Research - [Midea files HKEX next-day disclosure return, reports 311,920 new shares issued from option exercises](https://longbridge.com/en/news/294049617.md) - [Midea files HKEX next-day disclosure return reporting 362,476 new shares issued under stock option plan](https://longbridge.com/en/news/293738690.md) - [Europe’s ‘explosive demand’ for AC units continues: China’s Midea](https://longbridge.com/en/news/294227294.md) - [Is ANTA Sports Products (SEHK:2020) Still Undervalued After Its Retail Sales Update?](https://longbridge.com/en/news/293241052.md) - [ANALYSIS-After tackling discounts in China, Nike still needs to win back shoppers](https://longbridge.com/en/news/293526846.md)