China Securities Co.,Ltd. stated that with the intensification of policy stimulus, the pro-cyclical dining sector is expected to be the first to benefit from the anticipated improvement. They continue to be bullish on: 1) the leisure snack and beverage industry maintaining a high level of prosperity, with new channels bringing important incremental opportunities to companies within the industry; 2) Cost advantages being realized, the beer sector's profits still have resilience, with the beer industry entering a low base in the second half of the year, showing an improvement in sales performance compared to the first half of the year, and long-term value becoming evident. 3) By combining the ongoing recovery of dining channels, they suggest focusing on condiments and dining sector symbols with expectations of new product development or reforms. At the same time, the current sugar market price continues to decline compared to the previous period, which greatly helps yeast companies increase profit elasticity. 4) Dairy products have cost advantages, combined with structural upgrades, high dividends, and a prominent cost-performance ratio.