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2024-12-14 10:42:17

Ctrip data shows that since the end of November, the sales of ice and snow travel products have started. In the past week, the search volume of "skiing" on the platform increased by 50% month-on-month, and the search popularity of ice and snow related products continued to rise in December.Citic Securities said that near the Spring Festival, the superposition policy is expected to heat up, and consumption is expected to usher in a new round of rebound and repair. CITIC Securities suggested that the consumption allocation should be progressive from both offensive and defensive to flexible varieties. In terms of both offensive and defensive, we can pay attention to consumer internet, dairy products with low valuation and high return, and mass catering that are expected to be the first to stabilize; In the aspect of flexibility, the catering supply chain, alcohol, human resources services, hotels and so on with obvious pro-cyclical characteristics are considered.Institution: The "New Year's Market" configuration has a high winning rate.


Guolian Securities recently announced that the M&A Review Committee of Shanghai Stock Exchange is scheduled to hold the 6th M&A Review Committee review meeting in 2024 on December 17th to review the company's application for this transaction.The big financial sector rose in intraday trading.The big consumption sector has become the strongest main line of the market.


A shares fluctuated higher, and the large consumer sector collectively strengthened.Citic Securities said that near the Spring Festival, the superposition policy is expected to heat up, and consumption is expected to usher in a new round of rebound and repair. CITIC Securities suggested that the consumption allocation should be progressive from both offensive and defensive to flexible varieties. In terms of both offensive and defensive, we can pay attention to consumer internet, dairy products with low valuation and high return, and mass catering that are expected to be the first to stabilize; In the aspect of flexibility, the catering supply chain, alcohol, human resources services, hotels and so on with obvious pro-cyclical characteristics are considered.Looking forward to the market outlook, Guohai Securities said that the upside of the index has been opened, and Hong Kong stocks, as the leading indicator, may be more flexible with the blessing of the Fed's interest rate cut. Stylistically, the market is dominated by stages at the end of the year, and the SSE 50 is at a low level relative to the small-cap style. The recent value style is expected to remain strong driven by "insurance capital allocation+policy expectation".

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