【大涨解读】大消费：重要会议再强调内需主导，消费股携手发力，行业或成政策突破方向

Group 1 - Consumer stocks have shown strength, with Dongbai Group achieving three consecutive trading limits, and companies like Yonghui Supermarket and Nanjing Tourism also experiencing significant gains [1] - Notable stock performances include Maoye Commercial with a 10.02% increase, Anji Food with a 9.99% rise, and Dongbai Group at 9.99%, indicating a positive trend in the retail sector [2] Group 2 - A recent meeting emphasized the importance of domestic demand, aiming to build a strong domestic market and promote innovation-driven growth [3] - The meeting highlighted the need for policies that integrate consumption and investment, allowing local governments more flexibility to implement measures that stimulate consumption and investment [4] - The focus on domestic demand is expected to continue, with projections indicating a significant increase in household consumption rates and a potential gap in per capita service consumption that may drive policy changes [4]