Hong Kong stock concept tracking | Launching domestic consumption is an inevitable choice for stabilizing the Chinese economy Food and beverage sector attracts attention (with conceptual stock)

Minsheng Jiayin Fund believes that due to the scope and rate of the increase in US tariffs far exceeding market expectations, global risk assets have plummeted. Minsheng Jiayin Fund believes that the agricultural, food and beverage consumption sectors are relatively better off mainly because the scope and rate of the increase in US tariffs far exceeded market expectations. In the context of increased external uncertainties, initiating domestic consumption may become a necessary choice to stabilize the Chinese economy. Some institutions suggest focusing on the direction of internal circulation, and recommend paying attention to consumption, innovative pharmaceuticals, military industry, and major financial institutions. China Securities Co., Ltd. states that the current period is during the annual report season, and April is the period closest to the fundamentals throughout the year. The market style will gradually shift from focusing on expectations to focusing on fundamental performance. Investors will pay more attention to the actual performance of companies, which will help stabilize market sentiment and reduce short-term volatility caused by trade frictions. It is recommended for investors to focus on companies with stable performance and core competitiveness, especially in sectors with strong domestic market demand. Additionally, guiding market funds towards companies with excellent performance, optimizing the structure of listed companies, improving the quality of listed companies, and enhancing their risk resilience. Furthermore, maintaining a stable pace of domestic policies, focusing on the key stage of the implementation of previous policy deployments, having reasonable expectations for policy pace, and paying attention to the continuity and stability of policies. Focus on digesting previous policies that have been introduced, such as the boost consumption special action, long-term special national bonds supporting "dual" project construction, to ensure the effectiveness of policies and their stabilizing role on the economy and capital markets. Hong Kong stocks in the internal circulation big consumer food category include WL DELICIOUS (09985), MIXUE GROUP (02097), GUMING (01364), GUOQUAN (02517), CHABAIDAO (02555), etc.