BlockBeats news: On May 29, reports that renowned investor Duan Yongping recently increased his stake in POP MART through his H&H International Investment continued to gain traction. According to Hong Kong Exchange disclosures, on May 25, Duan purchased 9.8232 million shares at an average price of approximately HK$150 per share, raising his ownership stake to 5.69% and making him the company’s second-largest shareholder, with a holding value exceeding HK$11.7 billion. This significant stake increase has sparked widespread discussion within the investor community.
China’s top influencer, “Feng Ge” (“Feng Ge on the Run”), even joked on Weibo that “Duan Yongping’s purchase of Pop Mart marks the beginning of his fall from grace,” while strongly recommending investment in optical module stocks.
However, today saw a pullback in chip and optoelectronics stocks (Xinli Integrated, SMIC fell over 9%; BOE, Hongcai Shares, and Yashih Optoelectronics hit the daily trading limit; Hengtai Lighting dropped over 25%). The strong rally in Pop Mart may temporarily vindicate Duan Yongping’s investment acumen.
Analysis suggests that Duan Yongping’s recent significant increase in his position in Pop Mart reflects his confidence in the emotional value of consumer goods and the IP business model. Meanwhile, the short-term correction in chip stocks is a normal fluctuation following prior strength, as the long-term thesis of AI combined with domestic localization remains intact. The diverging performance of these two sectors further highlights the market’s ongoing rotation between consumer and technology stocks.