The upper-level officials are enlarging their plans to promote the growth of consumption and investment. Are opportunities for liquor, beer, food, etc. coming? In order to stabilize the economy, the upper levels are also working very hard. The three pillars of the economy, consum

The upper-level amplification plan will promote the growth of consumption and investment.

The upper-level amplification plan will promote the growth of consumption and investment. Opportunities for liquor, beer, food, etc. are coming?

In order to stabilize the economy, the upper levels are also working very hard. The three economic carriages, consumption, investment, and foreign trade, are stimulated one after another. In terms of investment, we are building infrastructure and stimulating real estate. In terms of foreign trade, we are also accelerating activation. In terms of consumption, we are issuing consumer coupons, cars are going to the countryside, home appliances are going to the countryside. In fact, there are many measures to stimulate consumption, but the effect has not reached expectations. At this stage, the upper levels are once again stimulating the growth of consumption and investment. It can be said that in order to stabilize the economy, the upper levels are very determined to promote the orderly recovery and development of consumption and stabilize the consumption of low-income groups through priority employment, consumption subsidies, and policy guarantees. So, do these measures have a big impact on the market? Which opportunities are worthy of attention? Let’s talk about it today:

In fact, the focus of this policy is to open up the consumer market for low-income people. For groups with low monthly income, providing subsidies will help enhance consumption capacity, stimulate domestic demand, and promote economic growth! Therefore, more policy support may be provided to large consumers in the future, such as issuing consumer coupon subsidies.

Our economic troika of and accounted for 60% of consumption in previous years, but this year it has indeed declined a lot! In the first half of the year, infrastructure construction provided a boost, but it was not enough. The key was to get consumption going. But how can people have the confidence to consume? Undoubtedly, one must have spending power. To put it bluntly, one must have money to spend and be willing to spend. The reason why consumption is declining now is that, on the one hand, some people have been affected by the epidemic, their income has dropped, and their actual spending power has dropped. , on the other hand, under the influence of the epidemic, many people have turned to conservative consumption, which is psychological. Therefore, to stimulate consumption, on the one hand, subsidies are provided, and on the other hand, the economy needs to recover, so that everyone can have confidence!

Liquor, beer, food and other opportunities are coming at the bottom

Let’s return to the topic now and see if this policy will stimulate consumption greatly. In fact, regardless of this policy for the time being, Dong Ge believes that consumption is actually at a low point after a long period of adjustment. Well, big consumption is the long-term bull sector of A shares , especially food and beverages. However, since the fourth quarter of 2020, the market style has begun to switch. Especially in January 2021, consumption white horses have plummeted across the board, and stock prices have continued to fall. , this is already 2022, and many consumer stocks have not yet stopped falling.

From a valuation perspective, in the long run, the position of food and beverages is indeed low enough and has great appeal, especially liquor. Beer and beer have started to rebound recently. After a long period of consolidation, liquor had a positive line yesterday. , high-end liquor has come out of the trough. Today, under the stimulation of good news, liquor and beer continue to exert their strength, and we are optimistic about the trend of high-end liquor in the later period.

In addition, the dairy industry has also begun to bottom out, and some stocks have already started to rebound. Currently, the relatively weak ones are some condiments mainly produced by Haitian Flavor Industry. After continuing to fall, Haitian , Qianhe , etc. have not yet started to rebound, but it also means that this part of the stocks may be the next opportunity.

Overall, from a fundamental point of view, large consumption itself has the basis for a rebound, and good stimulus is also a trigger. Therefore, today’s consumer stocks have surged across the board, such as the food processing sector, which has reached its daily limit. Black sesame, Jinzai Food, Bairun Shares , Ganyuan Food, SDIC Zhonglu , etc. have reached their daily limit. Pork stocks, liquor, beer, beverages, etc. have also started to rise sharply. is willing to drink wine , Shuijingfang, Jiuguijiu , Jinhui Liquor, Guangzhou Langqi, etc. have achieved good gains.

Regarding the market outlook, Brother Dong believes that the opportunities in the food and beverage sector are relatively large, and we can continue to pay attention to them, especially some low-level targets that have not yet been launched. However, for some varieties that have obviously taken off, we must be vigilant in the short term to cash in!

I am Brother Dong, like and follow to learn more!