In the news, official website, the Hangzhou Municipal Government, recently released the "Three-year Action Plan for Hangzhou to Build" the City of Games: Never Sleeping in Hangzhou "(2025-2027) for public comments, which mentioned that excellent commercial enterprises should be cultivated, and commercial enterprises should be encouraged to develop headquarters economy and carry out chain operation.Ctrip data shows that since the end of November, the sales of ice and snow travel products have started. In the past week, the search volume of "skiing" on the platform increased by 50% month-on-month, and the search popularity of ice and snow related products continued to rise in December.As for the market outlook of the brokerage sector, Guojin Securities said that in 2025, liquidity is expected to be further relaxed, which will improve the stability of the market, the improvement of economic fundamentals will be confirmed, and the stock market is expected to rise further, which will benefit the valuation and performance of the brokerage sector.
Citic Securities said that near the Spring Festival, the superposition policy is expected to heat up, and consumption is expected to usher in a new round of rebound and repair. CITIC Securities suggested that the consumption allocation should be progressive from both offensive and defensive to flexible varieties. In terms of both offensive and defensive, we can pay attention to consumer internet, dairy products with low valuation and high return, and mass catering that are expected to be the first to stabilize; In the aspect of flexibility, the catering supply chain, alcohol, human resources services, hotels and so on with obvious pro-cyclical characteristics are considered.Citic Securities said that near the Spring Festival, the superposition policy is expected to heat up, and consumption is expected to usher in a new round of rebound and repair. CITIC Securities suggested that the consumption allocation should be progressive from both offensive and defensive to flexible varieties. In terms of both offensive and defensive, we can pay attention to consumer internet, dairy products with low valuation and high return, and mass catering that are expected to be the first to stabilize; In the aspect of flexibility, the catering supply chain, alcohol, human resources services, hotels and so on with obvious pro-cyclical characteristics are considered.Looking forward to the market outlook, Guohai Securities said that the upside of the index has been opened, and Hong Kong stocks, as the leading indicator, may be more flexible with the blessing of the Fed's interest rate cut. Stylistically, the market is dominated by stages at the end of the year, and the SSE 50 is at a low level relative to the small-cap style. The recent value style is expected to remain strong driven by "insurance capital allocation+policy expectation".
A shares fluctuated higher, and the large consumer sector collectively strengthened.Guosheng Financial Holdings recently announced that the company has received the "Acceptance Form for Administrative License Application of China Securities Regulatory Commission" issued by China Securities Regulatory Commission, and the CSRC has accepted the application for administrative license for the merger of Guosheng Securities by Guosheng Financial Holdings. The merger and acquisition still needs the approval of the CSRC, and there are uncertainties about whether and when the relevant approval can be obtained and the final implementation completion time. The company will disclose the progress in a timely manner in accordance with relevant regulations.The big consumption sector has become the strongest main line of the market.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14