Group 1 - The consumer sector is showing signs of recovery under the policy direction of expanding domestic demand, with public funds accelerating their layout in this area [1][2] - Several leading fund companies, including GF Fund, Penghua Fund, and Huaxia Fund, have launched new food-themed funds for the first time in four years, indicating renewed interest in the consumer sector [2][3] - The tourism and aviation sectors have performed well recently, with a notable net inflow of over 680 million yuan into the tourism ETF managed by Fortune Fund, approaching historical highs [1][3] Group 2 - Fund managers are increasingly focusing on the consumer sector, with some actively increasing their positions in consumer stocks, particularly in the service consumption area [3][4] - The recovery momentum in consumer spending has been evident since the fourth quarter, with improvements in CPI growth and prices in service consumption and food sectors [4][5] - There are indications that the government will continue to support the consumer sector, with many sub-sectors currently at historically low valuation levels, which could benefit from policy-driven performance improvements [5] Group 3 - Certain segments within the consumer sector, such as health consumption, pet economy, and cultural tourism, are highlighted as having significant value due to policy support [1][5] - The upcoming traditional consumption peak during the New Year and Spring Festival is expected to drive stronger performance in the consumer sector, particularly in service-oriented consumption [5] - The current low valuations in the consumer sector present an opportunity for long-term investment, despite potential short-term volatility [5]
前度刘郎今又来 消费重回聚光灯下
Zhong Guo Zheng Quan Bao·2025-12-23 20:18