大消费板块走强 ！美容护理、旅游、食品、零售、影视等方向纷纷拉升，开年之际促消费政策频发

Group 1 - The A-share consumer sector is showing strength, with significant gains in beauty care, tourism, food, retail, and film industries, leading to multiple stocks hitting the daily limit up [1] - The State Council will hold a press conference on February 6, 2026, to discuss the "Accelerating the Cultivation of New Growth Points for Service Consumption" plan, which focuses on six key areas including transportation services and online audio-visual services [2] - The Ministry of Commerce and nine other agencies have launched the "2026 'Shopping New Spring' Special Activity Plan" to stimulate consumption through various festive activities, promoting a balanced development of online and offline sales [3] Group 2 - The food and beverage sector is positioned as a core area within the consumer market, with increasing demand for dining and gift purchases around the Spring Festival, and leading companies are successfully expanding their consumer base [4] - The service consumption sector, which includes cultural tourism and housekeeping, is expected to grow as supportive policies are implemented, with the travel industry market size nearing 3 trillion yuan [4] - The consumer finance sector is encouraged to increase credit support for large purchases and service consumption, with financial technology companies poised to benefit from the recovery in consumer spending [5]