杨东、杜昌勇、赵枫发声，谈内需、红利等板块机会

Group 1 - The core viewpoint is that the Chinese government is expected to introduce strong measures to boost consumption and stimulate domestic demand, which may create numerous opportunities in the stock market [1] - There is a significant anticipated stimulus policy aimed at boosting consumption and potential further policies in the real estate sector [1] - Compared to developed countries, China has considerable macro policy space, including leverage, monetary easing, and fiscal deficit levels, which can help stabilize the domestic macro economy [1] Group 2 - Domestic service consumption has been relatively low in recent years, but it is likely to be one of the sustainable growth directions for future domestic demand [2] - Leading domestic companies have been expanding overseas for years, particularly in sectors like home appliances, construction machinery, and lithium batteries, making these companies worthy of attention [2] - The power industry is experiencing a shift where profits are moving from coal to the electricity sector, with long-term reforms and the development of renewable energy expected to stabilize and grow the performance of traditional power companies while maintaining high dividend commitments [2]