智通财经APP获悉，里昂发布研报称，国务院新闻办公室昨日公布提振消费专项行动方案，政策基调大致符合市场预期，接下来业绩期企业的态度和零售销售数据将至关重要。该行表示，自上周五以来中国消费股一直领先于消费政策走势，运动服饰、白酒、乳制品等高波动性股份表现出色，主要来自估值修复的支持，预测今年国家支持政策将继续利好国货替代投资主题、运动服饰、IP以及白酒等产业，对旅游业则较为不利。
里昂表示，必需消费行业中最看好运动服饰板块，因为服装行业在结构性渗透率提升方面有一定空间，而且宏观政策前景向好，重申安踏体育(02020)是非必需消费行业中面向内需的首选股，消费板块其他首选股包括蒙牛乳业(02319)、农夫山泉(09633)和华住集团-S(01179)(HTHT.US)。
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