In the "Great Agency," CICC: Consumer encouragement policies are expected to continue to increase. It is recommended to pay attention to ANTA (02020.HK), HAIER SMARTHOME (06690.HK), YUM CHINA (09987.HK), HAIDILAO (06862.HK), MINISO (09896.HK), Old Shop Go

AASTOCKS · 11:43

CICC released a report indicating that the Central Economic Work Conference will prioritize boosting Consumer spending, and it is anticipated that consumption encouragement policies will continue to intensify, leading to a faster recovery in consumption. It is recommended to pay attention to leading stocks in various Consumer sectors, including Kweichow Moutai (600519.SH), Anta (02020.HK), HAIER SMARTHOME (06690.HK), H World Group -S (01179.HK), YUM CHINA (09987.HK), HAIDILAO (06862.HK), MINISO (09896.HK), Yonghui Superstores (601933.SH), Laopo Gold (06181.HK), and POP MART (09992.HK).

CICC recommends focusing on leading categories that benefit from the recovery of the CPI, including Muyuan Foods (002714.SZ), Wens Foodstuff Group (300498.SZ), Guangdong Haid Group (002311.SZ), Fujian Sunner Development (002299.SZ), as well as companies related to Beer, frozen food, and Condiment.

Benefiting from the ice and snow economy are BOSIDENG (03998.HK) and Amer Sports (AS.US).

Benefiting from the silver-haired economy are Guai Bao Pet (301498.SZ), By-health Co., Ltd. (300146.SZ), and Jiangsu Yuyue Medical Equipment & Supply (002223.SZ).

Benefiting from the old-for-new policy are home appliance and furniture companies such as HISENSE HA (00921.HK), TCL ELECTRONICS (01070.HK), Boss Electric (002508.SZ), Vatti Corporation (002035.SZ), Jason Furniture (603816.SH), and Oppein Home Group Inc. (603833.SH).

Benefiting from the recovery of group Consumer consumption are Atour Lifestyle Holdings (ATAT.US) and Shanghai Jin Jiang International Hotels (600754.SH).

The translation is provided by third-party software.

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.

《大行》中金：消費鼓勵政策有望持續加碼 建議關注安踏(02020.HK)、海爾智家(06690.HK)、百勝中國(09987.HK)、海底撈(06862.HK)、名創優品(09896.HK)、老鋪黃金(06181.HK)及泡泡瑪特(09992.HK)等

In the "Great Agency," CICC: Consumer encouragement policies are expected to continue to increase. It is recommended to pay attention to ANTA (02020.HK), HAIER SMARTHOME (06690.HK), YUM CHINA (09987.HK), HAIDILAO (06862.HK), MINISO (09896.HK), Old Shop Go

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《大行》中金：消費鼓勵政策有望持續加碼建議關注安踏(02020.HK)、海爾智家(06690.HK)、百勝中國(09987.HK)、海底撈(06862.HK)、名創優品(09896.HK)、老鋪黃金(06181.HK)及泡泡瑪特(09992.HK)等