大消费行业周报（6月第4周）：六部门联合推动金融支持提振消费-20250630

Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests focusing on specific sectors and companies that may benefit from recent policies and market trends [3][4]. Core Insights - The report highlights a significant increase in consumer confidence and spending due to recent financial support policies aimed at boosting consumption. This includes measures to enhance residents' purchasing power and support for businesses in the consumer sector [3][4]. - The summer travel season is expected to see record-high passenger numbers, with domestic airlines projected to transport 150 million passengers during the peak period, reflecting a 5.4% year-on-year increase [3][4]. - The report identifies two main investment themes: 1) Companies in the home appliance and home goods sectors that benefit from trade-in policies and have advantages in technology, branding, and distribution; 2) Leading companies in the service consumption sector, such as tourism and retail, that possess brand strength and expansion potential [3][4]. Market Weekly Review - The report notes that the consumer sector, excluding food and beverages, saw an overall increase in stock prices, with notable gains in social services, retail, textiles, home appliances, and beauty care [4][6]. - Specific stocks that led the gains include Jindawei (+17.54%), Haiyangwang (+25.79%), and Wanlima (+91.97%), while stocks that experienced declines include Huifa Food (-5.15%) and Shuai Feng Electric (-4.46%) [4][14][15]. Industry News and Key Company Announcements - The report mentions that six government departments have jointly issued guidelines to enhance financial support for consumption, focusing on both supply and demand sides [3][4]. - It also highlights the upcoming third batch of consumer goods trade-in funds to be released in July, aimed at ensuring the smooth implementation of the trade-in policy throughout the year [16]. - Key company announcements include Pereya's stock repurchase plan and Shede Liquor's decision to repurchase restricted stock due to performance targets not being met [18][20].