The Lyon research report predicts that the consumer market in china will continue to improve next year, especially in the second half. The baijiu(chinese liquor) industry is expected to recover earliest and is sensitive to macro changes. It is recommended to focus on companies with profit transition potential, with preferred stocks including wuliangye yibin, shanxi xinghuacun fen wine factory, tsingtao brew, nongfu spring, and mengniu dairy.