The Zhitong Finance App learned that CITIC Securities released a research report saying that favorable policies exceeded market expectations, and consumption experienced a sharp rebound amid deep revisions in early valuations and low holdings. Looking ahead to the future market, the post-consumer cycle is characterized by remarkable characteristics, and expectations of economic recovery after a clear policy attitude will positively drive the consumption boom back up expectations. Consumer valuations are still at historically low levels after experiencing the release of early pessimism, and since 24Q4, the consumer sector itself is at a steady inflection point as pressure on most consumer sectors has eased. It is recommended to actively treat consumption recovery opportunities under policy changes.

The Zhitong Finance App learned that CITIC Securities released a research report saying that favorable policies exceeded market expectations, and consumption experienced a sharp rebound amid deep revisions in early valuations and low holdings. Looking ahead to the future market, the post-consumer cycle is characterized by remarkable characteristics, and expectations of economic recovery after a clear policy attitude will positively drive the consumption boom back up expectations. Consumer valuations are still at historically low levels after experiencing the release of early pessimism, and since 24Q4, the consumer sector itself is at a steady inflection point as pressure on most consumer sectors has eased. It is recommended to actively treat consumption recovery opportunities under policy changes.