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Although the real estate market is facing certain adjustment pressure, optimizing the real estate policy and promoting the stable and healthy development of the real estate market will help boost residents' consumer confidence. At the same time, the recovery of the real estate market will also drive consumption growth in related fields such as home and home appliances.Policy Orientation and Consumption PotentialCultural tourism, old-age care, child-rearing and housekeeping: service consumption has become an important incremental source of household consumption. With the improvement of service quality and the innovation of consumption scenarios, the consumption growth momentum in these areas is strong. It is expected that in the future, with the further support of policies and the continuous release of market demand, the service consumption field will continue to maintain rapid growth.

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.Follow closely the policy orientation: investors should pay close attention to the implementation of the national policy of expanding domestic demand and promoting consumption, and the impact of related policies on different sectors and industries.Service consumption field

Real estate related fieldsFollow closely the policy orientation: investors should pay close attention to the implementation of the national policy of expanding domestic demand and promoting consumption, and the impact of related policies on different sectors and industries.Layout 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.