Core Viewpoint - Expanding domestic demand is the top priority for the next year, with a focus on boosting consumption and investment to sustain economic growth [1] Group 1: Domestic Demand and Economic Growth - Domestic demand has remained stable overall, contributing 71% to economic growth in the first three quarters of the year [1] - Recent months have seen a slowdown in consumption and investment growth, indicating the need for continued efforts to expand domestic demand [1] Group 2: Consumption Trends - Consumption is expected to see a slight recovery in 2025, with a moderate growth trend anticipated to continue into 2026 [1] - The core characteristic of this new normal is a slower overall demand growth, but rational consumption and an upward shift in demand levels are driving structural differentiation, which will become a significant growth driver in niche markets [1] Group 3: Investment Opportunities - Investors may consider the Zhongzheng A500 ETF (159338), which is compiled using an internationally recognized "industry balance" method [1] - As of the 2025 mid-year report, the total number of accounts for the Guotai Zhongzheng A500 ETF ranks first among its peers, being more than three times that of the second place [1]
中证A500ETF(159338)盘中飘红,近10日净流入超20亿元,中央财办:扩大内需是明年排在首位的重点任务
Sou Hu Cai Jing·2025-12-17 01:48