Favorable factors resonate to increase market attention, multiple consumer-targeted stocks are recommended for buy-in.
The policy of promoting consumption, combined with the holiday effect, has continuously gained favor from brokerage firms for the current timing of consumption sector allocation. Wind data shows that as of May 14, when the reporter from China Securities Journal wrote this article, more than 170 consumption sector targets have received a "buy" rating from brokerage firms since May. Shanxi Fenjiu, Anjing Food, Midea Group, and Heilan Home are among the most recommended, covering various sub-sectors such as food and beverage, home appliances, and textile and apparel. In terms of investment value in the consumer sector, institutions believe that the liquor industry is at a bottom range, making it a good time to increase allocation on dips. The catering industry chain, such as beer, condiments, and frozen foods, is also worth paying attention to. The home appliance sector is optimistic about well-positioned leading companies in the white goods and black goods sub-sectors demonstrating diversified production advantages, as well as companies with significantly undervalued and high dividend advantages.
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