In the news, the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9th to analyze and study the economic work in 2025. The meeting pointed out that next year, we should implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, strengthen unconventional countercyclical adjustment, lay a good policy "combination boxing", and improve the forward-looking, targeted and effective macro-control. We should vigorously boost consumption, improve investment efficiency and expand domestic demand in all directions.Humanoid robot erupts againIn the retail sector, Yonghui Supermarket, Jiajiayue, Dongbai Group, Youhao Group and Zhongbai Group have daily limit.
In the retail sector, Yonghui Supermarket, Jiajiayue, Dongbai Group, Youhao Group and Zhongbai Group have daily limit.AI application concept is activeLarge consumption collective pull-up
In addition, FTSE China A50 index futures dropped sharply, closing down more than 3.5%.Large consumption collective pull-upFounder Securities pointed out that since the the Political Bureau of the Communist Party of China (CPC) Central Committee meeting in September, various localities have implemented a package of incremental policies, and with the recent introduction of a series of favorable policies, the momentum of economic development has been improving. At present, the PE-TTM of Shenwan food and beverage sector is 21.13 times, and the valuation quantile in the last three years is only 12.9%, and the valuation quantile in the last five years is 7.8%. The policy catalysis drives the sentiment of the sector to improve, and we are optimistic about the layout opportunities at the bottom of the sector, focusing on the pro-cyclical segmentation sectors such as catering supply chain and head liquor.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14