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Dig The "Big Consumption" &Nbsp; The Three Kinds Of Varieties Have The Strongest Potential.

2010/8/7 17:09:00 40

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along with

Stock market index

After all the hard going up and down the road, the empty forces of this week have begun to resist stubbornly, and many forces in the field have been in a state of rest after a lot of attacks. Therefore, the entanglement mentality of the stock index has helped to maintain the pattern of market concussion, and the related stocks still maintain a high degree of activity. Among them, the consumer varieties show a strong attitude. The first half of the week brewed wine varieties, and in the second half of the week, the whole concept of consumption was fully blooming, which made a sharp contrast with the weak stock index.

Two wheel drive consumer themes continue to strengthen

The second half of the year

Gross domestic product

As the growth rate is declining, the market is expected to enhance the impact and the pressure on the upward pressure on the macro-economy is increasing. The relevant favorable policies on further stimulating domestic demand will also be introduced. At the same time, due to the cautious judgement of the market trend in the second half of the year, most of the institutional funds have started to continuously reduce the strong cyclical industry varieties, and turn to the bright future consumption concept varieties.

Under the background of strong shock and consolidation in the current market, it is a good choice to take part in consumer products for consideration of defensive operation strategy.

Excavate

Subdivision industry

Investment potential

Consumer theme is a relatively broad concept, which contains more sub sectors, such as retail, Turisthotellet and so on.

Although the concept of big consumption is expected to continue to be active in the second half of the year, the real investment opportunities need to dig deep into the leading varieties of related industries, including commercial retail, biological medicine and Turisthotellet sub industry not only has a larger growth space, but also related to the dragon head varieties with more potential for continuous activity. Therefore, digging up the dominant varieties of subdivision industry will help to take the lead in the post market hot spots.

I. commercial retail with offensive and defensive business

As one of the main members of the concept of big consumption, commercial retailing not only benefits from the upgrading of current market consumption, but also is a significant beneficiary of inflation.

There is no doubt that the growth rate of GDP will also encounter a downward trend. At the same time, the expectation of inflation in the market is clearly on the rise. In particular, the price of agricultural products has been maintained at a high level for a long time, which has enhanced the pressure of inflation in the second half of the year. The high cash flow characteristics of the commercial retail industry not only have obvious anti inflationary characteristics, but also at the initial stage of inflation, with the continuous flow of new money, residents' incomes will continue to rise, and the consumption desire of residents will also be in a clear upward trend. This is undoubtedly a major positive for the retail business. Especially for the leading varieties of Chongqing department store, Hualian stock and Guangzhou friendship, it will usher in a golden period, so this theme will undoubtedly attract active attention from the active funds in the field. There is a slowdown in macroeconomic growth in the second half of this year.

Two. Strong biological medicine.

Relative to the active anti inflation characteristics of commercial retail, the defense of biomedicine stems from the release of the rigid demand of the industry. In the long run, the rigid demand of biomedicine in the society will be in a fast growing channel. On the one hand, the per capita health consumption and government health expenditure are still at a relatively low level in the future. Compared with the developed countries, there will still be much room for improvement in the future. Secondly, the aging of population, the increase of residents' willingness to seek medical treatment, and the continuous increase of government health expenditure will also provide a strong driving force for the rapid growth of the pharmaceutical industry. Among them, Wahson, Shuanghe pharmaceutical, Fuxiang medicine, and Tian Lishi will be widely benefited from the high growth of the industry. Another important member of the concept of big consumption is the biomedical industry, which has a large rigid demand and incentives from relevant policies.

Three, the thick Turisthotellet

There is also a sub industry in the concept of big consumption, which deserves attention. Turisthotellet plate, with the continuous improvement of residents' income and consumption level, residents' consumption concept is constantly changing. People are gradually shifting their attention away from previous consumption, drinking, wearing and other basic consumption to spiritual consumption such as tourism, leisure and entertainment. With the gradual fading of summer heat, tourism is expected to usher in a new golden cycle from 8 to November. Therefore, Guilin tourism, Mount Huangshan tourism and Mount Emei A are expected to usher in a new development opportunity in the golden cycle.

Judging from the current market deduction process, there are still more structural investment opportunities in the second half of the year, and the future development of the market has gradually become clear. Growth and defensive will undoubtedly become the primary standard of mining market opportunities in the second half of this year. From this point of view, the concept of big consumption is undoubtedly worth focusing on.