中金发表报告指，中央经济工作会将提振消费摆在优先位置，预计消费鼓励政策有望持续加码，进而带动消费更快修复。建议关注消费各赛道龙头股，包括贵州茅台(600519.SH) 、安踏(02020.HK) 、海尔智家(06690.HK) 、华住-S(01179.HK) 、百胜中国(09987.HK) 、海底捞(06862.HK) 、名创优品(09896.HK) 、永辉超市(601933.SH) 、老铺黄金(06181.HK) 及泡泡玛特(09992.HK) 等。
中金建议关注受惠CPI复苏的品类龙头，包括牧原股份(002714.SZ) 、温氏股份(300498.SZ) 、海大集团(002311.SZ) 、圣农发展(002299.SZ) 及啤酒、速冻、调味品相关公司等。
受惠于冰雪经济的波司登(03998.HK) 、亚玛芬体育(AS.US) 等。
受惠于银发经济的乖宝宠物(301498.SZ) 、汤臣倍健(300146.SZ) 、鱼跃医疗(002223.SZ) 等。
受惠以旧换新政策的家电、家具类公司如海信家电(00921.HK) 、TCL电子(01070.HK) 、老板电器(002508.SZ) 、华帝股份(002035.SZ) 、顾家家居(603816.SH) 、欧派家居(603833.SH) 等。
受惠于社会集团消费恢复的亚朵(ATAT.US) 、锦江酒店(600754.SH) 等。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-12-12 16:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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