Key sectors and industry analysisLayout of key sectors and industries: Based on the above analysis, investors can focus on high-quality enterprises in automobile, home, electronic products, service consumption, new consumption and real estate-related fields.Cultural tourism, old-age care, child-rearing and housekeeping: service consumption has become an important incremental source of household consumption. With the improvement of service quality and the innovation of consumption scenarios, the consumption growth momentum in these areas is strong. It is expected that in the future, with the further support of policies and the continuous release of market demand, the service consumption field will continue to maintain rapid growth.
Key sectors and industry analysisPolicy Orientation and Consumption PotentialAlthough the real estate market is facing certain adjustment pressure, optimizing the real estate policy and promoting the stable and healthy development of the real estate market will help boost residents' consumer confidence. At the same time, the recovery of the real estate market will also drive consumption growth in related fields such as home and home appliances.
Digital consumption, green consumption and healthy consumption: These new consumption patterns are developing vigorously and become new highlights in the consumer market. For example, digital consumption has promoted the rise of new consumption patterns such as online shopping, live e-commerce and cross-border e-commerce; Green consumption and healthy consumption reflect consumers' increasing concern for environmental protection and health.New consumption fieldcapital proposals
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13