可选消费行业中期策略:人货场重构消费生态 聚焦新消费机遇

华泰证券
03 Jul

人、货、场多维度变革,正驱动消费行业生态重构我们认为消费行业正经历从规模扩张向质量升级的深刻变革。在政策红利推动、技术迭代与消费者偏好及习惯变化等多重因素作用下,行业当下呈现总体高质量增长、内部多级分化等发展态势:1)人:以Z 世代、银发族及女性群体为代表的新消费主力群体正推动消费需求向个性化、品质化方向迭代;2)货:国货品牌及体验型消费景气度延续,感官体验成为链接消费者与产品的核心触点;3)场:...

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