直线封板！利好，突袭！

Market Overview - The A-share market opened lower but rebounded, with the Sci-Tech 50 index rising over 1% [2] - As of the midday close, the Shanghai Composite Index was at 3883.46 points, up 0.21%, while the Shenzhen Component and ChiNext Index rose by 0.72% and 0.71%, respectively [2] Trading Volume - The trading volume in the Shanghai and Shenzhen markets was below 1 trillion yuan, decreasing by 112.3 billion yuan compared to the previous trading day [4] - A total of 3568 stocks rose, with 59 hitting the daily limit, while 1626 stocks declined [4] Sector Performance - The energy and metals sector led the gains, with lithium mining and semiconductor equipment concepts performing strongly [4] - The dairy sector saw significant movement, with stocks like Yantang Dairy and Sunshine Dairy hitting the limit up [9] - The precious metals sector rebounded, influenced by rising gold prices [15][19] Notable Stocks - Yantang Dairy surged by 9.99%, Panda Dairy rose by 6.23%, and Knight Dairy increased by 4.90% [10] - In the food sector, Hai Xin Food hit the limit up, and several other food stocks also saw gains exceeding 3% [11] Policy Impact - The State Council introduced a plan to enhance the adaptability of supply and demand in consumer goods, aiming for significant improvements by 2027 [13] - The plan includes 19 key tasks to optimize the supply structure of consumer goods [13] Investment Insights - China Galaxy Securities highlighted the importance of the "14th Five-Year Plan" for the consumption sector, with a focus on policies related to consumption in 2026 [14] - The report suggests a positive outlook for companies with high dividend yields and those with alpha potential in various segments [14] Real Estate Sector - The real estate sector continued to decline, with stocks like China Merchants Shekou and Poly Developments showing losses [27][31] - Vanke A's stock price fell over 3%, reaching a new low since August 2015 [31]