文|安雅泽 陈语匆 张立 余璇 刘瑞宇 夏克扎提·努力木1、2月10日国常会指出,提振消费是扩大内需、做大做强国内大循环的重中之重。白酒春节动销虽同比有所下滑,但好于预期,茅台价格稳中有升;大众品相对低基数、低库存,2月上海再次发放餐饮消费券,大众品消费有望平稳回升,关注节后淡季需求表现。2、2025年将持续扩大内需,以提振消费为重点扩大国内有效需求。白酒板块有望随着国内经济提振及居民消费激活,...
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