Group 1 - The meeting highlighted that China's economic development faces numerous challenges, including external environmental changes and domestic supply-demand imbalances, but the long-term positive trend remains unchanged [3][4][5] - There is a significant shift in focus towards consumption, emphasizing the need to boost domestic demand and implement actions to enhance consumer spending [10][11] - The emphasis on service consumption over goods consumption indicates a strategic direction for investment, with sectors like dining, tourism, and entertainment being prioritized [12][13] Group 2 - The real estate sector's risks are now more known and manageable, with a clearer path for resolution compared to previous years, suggesting a shift in policy focus towards consumer spending to address real estate-related issues [14] - Companies in certain sectors may not exceed expectations, with survival being a key indicator of success in the current environment [15]
信心十足!
Sou Hu Cai Jing·2025-12-12 20:34