Xin Lang Cai Jing·2026-02-13 06:45Group 1 - The consumer sector is experiencing a pullback, with the leading consumption ETF (159928) slightly down by 0.13% despite a trading volume exceeding 300 million yuan and a net inflow of 6 million units [1] - The upcoming 9-day Spring Festival holiday is expected to boost consumer spending, with government initiatives planned for 2026 to support the replacement of old consumer goods with new ones during this period [3] - The liquor sector, particularly Moutai, is showing strong sales performance as the peak season approaches, with prices for Moutai products increasing significantly compared to the previous month [5] Group 2 - Financial Street Securities highlights that the food and beverage sector is crucial for domestic demand, with policies aimed at boosting consumption expected to help the sector recover from its current low [6] - The service consumption sector is anticipated to see price increases driven by policy support and changing consumer behavior, with a focus on emotional value and health-oriented products [8] - The travel service sector is projected to experience strong demand growth, with hotel prices expected to rise as supply and demand dynamics improve [9]