CITIC Securities: Should Pay Attention to Investment Opportunities in the Consumer Sector

NightAirdropper · 2026-03-24T10:58:02+00:00

China Securities Jiantou research report indicates that against the backdrop of expanding domestic demand being listed as the primary task for economic work in 2026, coupled with numerous core consumption assets expected to welcome cyclical bottoms turning upward and new consumption formats emerging in succession, we believe investment opportunities in the consumption sector should be valued. For example: the baijiu industry possibly welcoming a major cyclical bottom in a decade, companies capable of launching blockbuster products under consumption trends of healthification/functionalization/emotional value, retail/channel reform beneficiary targets, high-end consumption recovery, raw material import industries under RMB appreciation, and AI smart hardware-related targets.

NightAirdropper

2026-03-24 10:58:02

CITIC Securities Research Report points out that under the background of expanding domestic demand being listed as the top priority for economic work in 2026, combined with many core consumer assets expected to bottom out and rise in the cycle, and the emergence of new consumption patterns, we believe that investment opportunities in the consumer sector should be emphasized. For example: companies in the liquor industry that may hit a decade-long cycle bottom, companies that can launch major products under health/functional/emotional value consumption trends, retail/channel transformation beneficiaries, high-end consumption recovery, raw material import industries benefiting from RMB appreciation, and AI smart hardware-related stocks.

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