政策端促消费，板块加速修复

Investment Rating - The industry investment rating is "Outperform the Market," indicating that the industry index is expected to perform better than the market by more than 5% over the next six months [8]. Core Insights - Recent policies aimed at boosting consumption are expected to accelerate the recovery of the food and beverage sector. The plan includes various measures to enhance consumer spending and improve the overall economic environment [6][3]. - The report highlights specific sectors within the food and beverage industry that are likely to benefit from the recovery, including frozen foods, beer, and dairy products. Recommendations include companies such as Anjuke Foods, Yanjing Beer, Chongqing Beer, and Yili Group [5][6]. Summary by Sections Policy Impact - The recent "Special Action Plan to Boost Consumption" issued by the central government aims to stimulate domestic demand and enhance consumer confidence through various initiatives, including income support and service quality improvements [3][6]. - The plan encompasses eight major categories and 30 subcategories of implementation details, targeting both urban and rural areas to address consumption constraints and enhance the overall consumer environment [6]. Sector Recommendations - The report suggests that the recovery in the restaurant sector will positively impact the supply chain for food products, particularly frozen foods and beverages [5][6]. - The snack retail chain sector is entering a new phase of competition, with opportunities for growth in discount channels and broader product categories. Companies like Three Squirrels and Wancheng Group are highlighted as potential investment opportunities [5]. - In the dairy sector, improvements in supply and demand dynamics are expected to lead to profitability recovery for leading dairy companies, with a focus on national and regional players [5][6].