Follow 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.Sectors and industries that comprehensively expand domestic demand and boost consumptionBulk consumption field
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.Real estate related fieldsLayout 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.
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.New consumption fieldService consumption field
Strategy guide
Strategy guide
Strategy guide 12-13