Gelonghui on October 9th: Dahua JiXian released research reports indicating that the stock prices of Chinese consumer stocks it covers have rebounded by an average of about 33% since the end of September, but the current valuation level is still not considered high. Looking forward to direct policy support and the potential wealth effect emerging, Chinese consumer confidence may gradually recover, improving the earnings visibility of Chinese consumer goods companies this year, thereby bringing potential valuation reassessment. The bank recommends that investors refocus on the Chinese investment theme, with bullish stocks including Anta, Galaxy Ent, Haidilao, Haier Smarthome, Mengniu, and Midea, all maintaining a "buy" rating.