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Policy Orientation and Consumption Potentialtagcapital proposals

When planning the economic work in the second half of the year and for some time to come, the the Political Bureau of the Communist Party of China (CPC) Central Committee Conference particularly emphasized the need to boost consumption and expand domestic demand. This policy orientation has brought unprecedented development opportunities to many sectors and industries.Although the real estate market is facing certain adjustment pressure, optimizing the real estate policy and promoting the stable and healthy development of the real estate market will help boost residents' consumer confidence. At the same time, the recovery of the real estate market will also drive consumption growth in related fields such as home and home appliances.

Key sectors and industry analysisLayout of key sectors and industries: Based on the above analysis, investors can focus on high-quality enterprises in automobile, home, electronic products, service consumption, new consumption and real estate-related fields.Service consumption field