人口下降对行业的影响

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林园:白酒板块相对低估 千年酒文化带来的快乐不会消失
Xin Lang Ji Jin· 2025-08-21 08:45
Group 1 - The Shanghai Composite Index reached a new high, approaching 3800 points, raising questions among investors about the sustainability of the market trend and investment strategies [1] - The liquor sector, particularly baijiu, is considered relatively undervalued, with a strong cultural significance that is unlikely to diminish despite changing consumption patterns [1] - The long-term sales of baijiu may be impacted by population decline, which poses challenges for all industries, including innovation [1][2] Group 2 - Investment strategies should focus on sectors related to aging populations and areas where the number of consumers is increasing, as demographic changes are inevitable [2] - The MACD golden cross signal has formed, indicating positive momentum for certain stocks [3]