重磅利好来袭！消费概念股尾盘大爆发，三江购物等多股涨停

Group 1 - A-shares opened lower on November 26 but experienced upward fluctuations, with the consumer sector seeing significant gains towards the end of the trading day, including stocks like Dongbai Group and Sanjiang Shopping reaching their daily limit [1] - The Ministry of Industry and Information Technology, along with other government bodies, issued a plan to enhance the adaptability of supply and demand for consumer goods, promoting the establishment of flagship stores and new concept stores [1] - The plan emphasizes the importance of digital technology in creating a matrix for product launches, integrating both online and offline platforms, and leveraging international exhibitions to promote domestic brands abroad [1] Group 2 - China Galaxy Securities reports that the consumer goods sector is expected to maintain a long-term recovery trend through 2025, with a rotation between new and traditional consumption driving positive returns [2] - For 2026, structural opportunities are anticipated, particularly in new channels such as snack wholesale focusing on store-based companies and upstream companies with SKU expansion potential [2] - The report highlights emerging product categories like konjac snacks and functional beverages, as well as the potential growth in health foods and convenience foods, while traditional consumer supply is gradually clearing, which may improve demand for sectors like dairy and frozen foods [2]