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Key sectors and industry analysisAutomobile, household and electronic products: With the continuous promotion of the "trade-in" policy, the consumption potential in these areas has been further released. For example, such measures as changing cars for "energy", changing home appliances for "intelligence" and "rejuvenation" of home improvement kitchen and bathroom not only promoted the upgrading of related products, but also stimulated consumers' desire to buy.

tagLayout of key sectors and industries: Based on the above analysis, investors can focus on high-quality enterprises in automobile, home, electronic products, service consumption, new consumption and real estate-related fields.Digital consumption, green consumption and healthy consumption: These new consumption patterns are developing vigorously and become new highlights in the consumer market. For example, digital consumption has promoted the rise of new consumption patterns such as online shopping, live e-commerce and cross-border e-commerce; Green consumption and healthy consumption reflect consumers' increasing concern for environmental protection and health.

Pay attention to enterprise fundamentals: When choosing investment targets, investors should pay attention to fundamental factors such as profitability, growth and market competitiveness of enterprises to ensure the safety and profitability of investment.Policy Orientation and Consumption Potential