政策强支撑，把握消费估值提升机会

Group 1: Market Trends - The social services sector has seen a market performance decline of 32% over the past 12 months, compared to a 9% increase in the CSI 300 index[1] - The duty-free sales sentiment index for Hainan was recorded at 29.5, indicating a need for improvement as it is below the neutral level of 50[13] - Hainan's airport passenger flow reached 399,000, a 12.1% increase from the previous week, recovering to 109.7% of the 2019 level[13] Group 2: Investment Recommendations - Focus on the recovery of duty-free sales driven by improved customer spending and the opening of city duty-free stores in Q4[20] - In the education sector, the public examination training market is expected to grow significantly, with a projected increase in the number of candidates due to a record high of 11.79 million graduates in 2024[33] - The medical beauty sector shows potential for rebound, with leading stocks like Ai Meike and Juzi Biotechnology experiencing weekly gains of 20.0% and 17.7% respectively[34] Group 3: Consumer Behavior - The consumer sentiment in the medical beauty sector is improving, leading to increased spending and a potential surge in demand during Q4 promotions[34] - The retail sector is expected to benefit from favorable employment and real estate policies, with a focus on high-dividend stocks like Yuyuan and Dazhong[2]