中概股部分走高 霸王茶姬(CHA)涨4.45% 十五五消费规划落地刺激多赛道同步上行

金吾财讯
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金吾财讯 | 中概股今日部分走高,霸王茶姬 (CHA) 涨 4.45%,贝壳 (BEKE) 涨 3.56%,网易 (NTES) 涨 3.52%,蔚来 (NIO) 涨 3.32%,百胜中国 (YUMC) 涨 3.05%,京东 (JD) 涨 2.96%,好未来 (TAL) 涨 1.70%,理想汽车 (LI) 涨 1.61%,BOSS 直聘 (BZ) 涨 1.53%。

消息面上,7月13日电,国务院原则同意《扩大消费“十五五”规划》,请认真组织实施。规划指出,清理优化不合理限制性措施。推动汽车等消费由购买管理向使用管理转变,分年限保障“久摇不中”无车家庭购车需求,探索实行城区、郊区差异化车辆购置指标管理方式。支持各地因城施策调整优化房地产政策,更好满足居民刚性和改善性住房需求。深化住房公积金制度改革,扩大使用范围,着力满足缴存人不同阶段的多样化住房需求。优化演艺活动审批管理,推广大型群众性活动“一站式”部门联合审批、全流程线上办理,严格落实巡演项目首演地内容审核负责制。

政策分别对应新能源车企、房产服务平台、线上零售、线下连锁餐饮、线上文娱等企业经营赛道,市场预期居民大宗消费、服务类消费需求将持续修复,带动相关企业营收与盈利预期改善,成为当日中概多板块同步走强的核心驱动。

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