Group 1 - The forum focused on "Innovative Consumption Power and Unified Market," featuring a main forum and three specialized forums on tourism, wine culture, and the catering industry, highlighting high-quality development paths in these sectors [3][17] - Deep Blue Think Tank released six annual reports covering hot topics such as consumer finance, humanoid robots, and cultural export, providing valuable insights for industry development [3][14] - The forum gathered hundreds of guests from various sectors to explore practical solutions for boosting consumption, activating the private economy, and promoting innovative integration [3][17] Group 2 - Beijing's Commerce Bureau emphasized the city's role in leading high-quality national consumption market development, with over 20 policy measures to be released soon to stimulate consumption [7] - The keynote speech by Tsinghua University's Internet Industry Research Institute highlighted the transformative impact of AI and data on consumption, stressing the importance of a credible data space for new consumption models [9] - The launch of the "Deep Blue Think Tank Innovation Manufacturing Research Base" aims to focus on intelligent manufacturing and technological innovation, enhancing collaboration among various sectors [11] Group 3 - The four annual thematic reports released include insights on humanoid robots, cultural IP export, consumer power, and financial innovation, providing data-driven recommendations for policy-making and corporate strategy [14] - The dialogue on how finance can stimulate domestic demand revealed a shift from single-scene consumption credit to an ecosystem service model, integrating various sectors to support consumption [14] - The forum served as a high-end platform for exchanging ideas and experiences, addressing frontier issues in consumption, tourism, wine, and catering industries, and showcasing the responsibilities of media think tanks in the new era [17][18]

平安证券指出，随着促进消费政策的不断推出，以及居民收入和信心的逐步恢复，消费复苏将呈现前低 后高的节奏，年内建议关注零食和餐饮产业链的投资机会。休闲零食：零食的渠道红利和产品红利仍 在，一方面新渠道红利尚未结束，另一方面制造型企业不断推出新品抢占消费者心智，行业整体维持高 景气。餐饮产业链：餐饮行业景气度处于底部企稳阶段，预判年内餐饮可能会有小幅度复苏。餐饮相关 产业链如啤酒、调味品、速冻食品等行业可适当关注。 （文章来源：证券时报网） 此外，近日，中共中央办公厅、国务院办公厅印发《提振消费专项行动方案》，提出改革完善促进消费 体制机制，健全和用好宏观政策取向一致性评估工作机制，加强财税、金融、产业、投资等政策与消费 政策的协同，促进同向发力、形成合力，构建更加有利于促消费的政策体系。 机构认为，随着一揽子政策的有序出台，内需有望迎来改善契机。 食品饮料板块15日盘中发力走高，截至发稿，一致魔芋涨超25%，盘中创出新高；欢乐家20%涨停，嘉 必优涨超10%，劲仔食品、安记食品、麦趣尔均涨停，骑士乳业涨超9%。 消息面上，商务部等六部门近日联合印发《关于组织开展"购在中国"系列活动的通知》，部署各地聚焦 首发经 ...