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.New consumption fieldAutomobile, household and electronic products: With the continuous promotion of the "trade-in" policy, the consumption potential in these areas has been further released. For example, such measures as changing cars for "energy", changing home appliances for "intelligence" and "rejuvenation" of home improvement kitchen and bathroom not only promoted the upgrading of related products, but also stimulated consumers' desire to buy.
Policy Orientation and Consumption PotentialService consumption fieldReal estate related fields
Real estate related fieldsLayout 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.Follow closely the policy orientation: investors should pay close attention to the implementation of the national policy of expanding domestic demand and promoting consumption, and the impact of related policies on different sectors and industries.
Strategy guide 12-13
Strategy guide