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.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.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.
New consumption fieldAutomobile, 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.
Key sectors and industry analysisNew consumption fieldService consumption field
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13