GUOTAI JUNAN SECURITIES
2022.08.03 09:26

国泰君安:制约消费增长的困局在哪里?破局之道在何处?

炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!国泰君安发布研究报告称,结合后疫情时代消费复苏节奏、消费行业实际估值情况、促消费政策利好方向等,该行建议关注以下行业配置机会:受益于消费场景复苏和大众消费市场边际回暖的食品饮料行业 (白酒/啤酒/卤味等)、最具修复弹性且供给侧深度出清的服务消费行业 (餐饮/旅游/酒店等)、近期政策利好密集落地且在稳增长主基调中发挥更大作用的大宗消费行业 (汽车/家电)、行业经历出清且猪价预期改善的生猪养殖行业、逐步复苏的品牌服饰等。国泰君安主要观点如下: 制约消费增长的困局在哪里?

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