中国消费股势创史上最长年度跑输纪录
Xin Lang Cai Jing·2025-12-22 00:44
Group 1 - The core viewpoint indicates that the CSI 300 Consumer Index is expected to underperform the benchmark CSI 300 Index for the third consecutive year [1] - The CSI 300 Consumer Index has declined by 6.6% this year, while the CSI 300 Index has increased by 16% during the same period [1] - UBS and Everbright Securities International highlight that retail sales have recorded the worst performance outside of the pandemic period, and declining housing prices may continue to suppress domestic demand [1] Group 2 - The government has prioritized boosting domestic demand in two significant policy meetings this year [1]