Core Viewpoint - Recent policies aimed at boosting consumption and domestic demand have been intensively released, providing support for the consumer sector's positive market outlook [1][3] Policy Incentives - The Central Political Bureau of the Communist Party emphasized the importance of expanding domestic demand and optimizing supply, indicating a strong commitment to enhancing the domestic market [1] - A joint document from six departments outlines plans to enhance the adaptability of supply and demand in consumer goods, targeting the formation of three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots by 2027 [3] Investment Opportunities - The consumer sector is showing signs of bottoming out, with fundamental recovery acting as a catalyst for stock price increases; sectors such as chain restaurants, new tea drinks, sports companies, and entertainment operators with unique IP value are highlighted as potential investment targets [1][4] - The service consumption sector is expected to enter a rapid growth phase, driven by its higher growth elasticity and user stickiness compared to traditional goods consumption [3][4] Strategic Focus - Two main lines for investment in the consumer sector are suggested: 1. Focus on high replicability business models that leverage supply chain efficiency for rapid expansion 2. Emphasize high experience creation capabilities that offer unique user experiences and emotional resonance [4]
政策预期不断强化 大消费板块配置机遇浮现
Zhong Guo Zheng Quan Bao·2025-12-10 20:17