New consumption fieldSectors and industries that comprehensively expand domestic demand and boost consumptioncapital proposals
Although 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.Layout 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.
Automobile, household and electronic products: With the continuous promotion of the "trade-in" policy, the consumption potential in these areas has been further released. For example, such measures as changing cars for "energy", changing home appliances for "intelligence" and "rejuvenation" of home improvement kitchen and bathroom not only promoted the upgrading of related products, but also stimulated consumers' desire to buy.Bulk consumption fieldFollow closely the policy orientation: investors should pay close attention to the implementation of the national policy of expanding domestic demand and promoting consumption, and the impact of related policies on different sectors and industries.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13