核心观点25 年两会提出要大力提振消费,使内需成为拉动经济增长的主动力和稳定锚,贸易冲突背景下提振消费重要性进一步提升。中央发布《提振消费专项行动方案》,部署了8 方面30 项重点任务,全方位指引消费复苏。重点看好四个板块,1)白酒。聚焦三类优质标的,静待需求回暖。刺激政策有望加码,经济数据有望触底带动消费回暖。2)零食&饮料。零食和饮料板块亮点纷呈,新产品和新渠道持续贡献增量,健康饮料持续扩容,...
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