从政策导向看港股消费赛道

蓝鲸财经
Nov 29, 2025

文|财华社工信部等六部门联合印发的《关于增强消费品供需适配性进一步促进消费的实施方案》,作为聚焦消费高质量发展的专项政策,核心突破在于从“刺激需求”向“供需双向适配”转型,明确“到2027年形成3个万亿级消费领域、10个千亿级消费热点”的量化目标,为市场描绘出明晰的增长路径。这一政策导向与港股消费板块的独特结构或形成高度共振。与A股消费板块以白酒为主导的结构不同,港股消费板块呈现分布均衡、稀缺性...

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