On January 15, the 2026 investment strategy conference of Caitong Fund was held in Shanghai, where Guo Lei, Chief Economist of Gf Securities Co.,Ltd., delivered a keynote speech.

Guo Lei pointed out that a significant transformation is underway in China's economic consumption structure, shifting from a primary focus on goods consumption towards a more balanced emphasis on both goods and services consumption. He specifically highlighted that there is robust demand for service consumption in areas such as cultural tourism, elderly care, and child care, forecasting that the policy dividends aimed at stimulating service consumption will emerge as a crucial macro-level theme for 2026, thereby driving the optimization of the domestic demand structure.

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