Group 1 - Retail stocks showed active trading on the 14th, with companies like Tianhong Co., Nanning Department Store, and Maoye Commercial hitting the daily limit up. Notably, Nanning Department Store has surged nearly 50% in the last five trading days [1] - The Ministry of Commerce organized discussions with trade associations, large supermarkets, and distribution companies to explore ways to leverage their strengths in helping foreign trade enterprises expand domestic sales channels. The "integration of domestic and foreign trade" policy aims to assist foreign trade companies in entering the domestic market [1] - Major retail companies, including JD.com and Hema, have initiated support plans to help foreign trade enterprises tap into the domestic market. JD.com plans to purchase no less than 200 billion yuan worth of export-to-domestic goods over the next year [1] Group 2 - Institutions suggest that under the backdrop of promoting domestic demand, cyclical sectors are expected to recover from low levels, releasing performance elasticity. Beneficiaries include companies like Mixue Group and Xiangyuan Cultural Tourism [2] - The outlook for consumer exports is promising, with increasing policy support for domestic brands going abroad. Attention is recommended for outbound service providers and consumer products with strong competitiveness [2]
零售概念走势活跃,天虹股份等涨停,南宁百货5日大涨近50%