金吾财讯 | 内需股今日普遍呈现上涨态势。康师傅控股(00322)升2.63%，报12.48港元；农夫山泉(09633)股价现价上涨2.42%，至36.05港元；华润饮料(02460)涨1.31%，报13.9港元。在内需消费股领域，申洲国际(02313)涨1.64%，至58.9港元；李宁(02331)升1.18%，报17.2港元；安踏体育(02020)升0.17%，报90.45港元；特步国际(01368)涨0.39%，报5.19港元。家电板块也有温和涨幅，TCL电子(01070)升2.21%，报7.41港元；海尔智家(06690)升1.22%，报24.9港元；创维集团(00751)升1.19%，报2.56港元。这一系列股价异动，与政府工作报告中提出的扩大内需举措密切相关。报告强调，首要任务是大力提振消费、提升投资效益，全方位扩大国内需求。促进消费与投资更紧密结合，加速补齐内需尤其是消费短板，使内需成为拉动经济增长的主动力与稳定锚。具体措施包括实施提振消费专项行动，安排3000亿元人民币超长期特别国债用于支持消费品以旧换新等，推动扩大入境消费，深化国际消费中心城市建设。此外，2025年城乡居民基础养老金最低标准将再提高20元，适当提升退休人员基本养老金。值得注意的是，去年中国对消费品以旧换新的支持资金为1500亿元人民币，今年支持力度翻倍。
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