Dahua Jixian published research reports, pointing out that the stock prices of Chinese consumer stocks it covers have rebounded by an average of about 33% since the end of September. However, the current valuation level is still not considered high. Anticipating direct policy support and the emergence of potential wealth effects, Chinese consumer confidence may gradually recover, which will increase the profit visibility of Chinese consumer goods companies this year, potentially leading to a revaluation of their valuation.

The bank recommends investors to refocus on Chinese investment themes, bullish on stocks such as Anta, Galaxy Ent, Haidilao, Haier Smarthome, Mengniu, and Midea, all of which are rated as "buy".