再迎利好！零售板块再度活跃 合百集团等多股涨停

Group 1 - The Shanghai Composite Index experienced fluctuations while the ChiNext Index initially rose over 1.5% before retreating, with the retail sector showing strong performance, including stocks like HeBai Group and XinHuaDu hitting the daily limit [1] - In November, China's total retail sales of consumer goods reached 4.39 trillion yuan, marking a year-on-year increase of 1.3%. From January to November, the total retail sales amounted to 45.6 trillion yuan, reflecting a 4.0% year-on-year growth, which is 0.5 percentage points faster than the same period last year [1] - The Ministry of Commerce announced a pilot program for new consumption formats in 50 cities, aiming to enhance the consumption landscape [1] Group 2 - The new consumption sector is gaining significant attention, with a plan to establish three trillion-level consumption fields and ten billion-level consumption hotspots by 2027, as outlined by the Ministry of Industry and Information Technology [2] - Continuous policy support is expected to boost consumer confidence by 2026, shifting investor focus towards companies with robust business and profit models in the new consumption sector [2]