What are the big consumer industries?

Question 1: What industries or sectors does the master's big consumption refer to? Haier, Hisense, Gree and other household appliances.

Yunnan Baiyao Jiuzhitang and other medicines

Commercial chains such as Suning and Wangfujing.

Automobile faw car, SAIC group

Maotai, Yili and other foods and beverages

Travel is like CYTS Huangshan tour.

Textile and clothing such as chinour Seven Wolves.

Question 2: What industries does big consumption refer to? food

medical science

household appliances

. . .

Question 3: Which industries belong to the consumer category includes many sectors: hotel tourism, media entertainment, home appliance industry, brewing industry, biomedicine, clothing, shoes and hats, commercial department stores, food industry and so on.

Question 4: What is the concept of big consumption? Stocks are the mainstay of some consumer sectors, including food, beverages, department stores, automobiles, tourism, furniture, agricultural products, medicine and so on.

Question 5: What is big consumption? What are the sub-sectors of the big consumer industry? Ask the same question

Question 6: What are the stocks that consume a lot? In the unprecedented unanimous optimism of institutions, large consumer concept stocks have risen in an all-round way! Obviously, the huge growth space of the consumer market brought by economic restructuring has become the most important factor for institutions to favor the concept of big consumption. So, how big can the cake in the consumer market be? If the domestic consumption increases at the rate of 17%- 18% per year, it is predicted that the domestic consumption market in China will surpass that in Japan in 20 15 and replace the United States as the largest consumption market in the world in 2020. Industry insiders predict that while welcoming the rise of the big consumption sector, the investment focus of the fund will also shift from "cycle" to "consumption"! Fuanna, a listed company in Shenzhen's home textile industry, holds intensive shares. After opening the semi-annual report, it was found that in just half a year, as many as 80 institutions conducted research on the company! 80 institutions, including 30 fund companies including Huaxia, Jiashi, Bosera, Guangfa, Nanfang, Dacheng, Huaan and Xingye. In addition, the preparatory group of Guo Jin General Fund is preparing. In addition to the fund companies that occupy half of the country, they expressed strong interest in Fuanna, and many well-known private placements such as chongyang investment and Wudang Assets also went to investigate. In addition, there are many brokers, trusts and insurance institutions. Intensive research on Fuanna is only a microcosm of the organization's excavation of large consumption concept stocks. In fact, judging from the semi-annual report of listed companies recently disclosed, institutions have spared no effort in the deep excavation and investment of large consumer varieties! Shanghai jahwa's semi-annual report, known as "Procter & Gamble in China", shows that there are as many as eight funds in the list of the top ten tradable shareholders at the end of the second quarter, and all the above eight funds implemented the strategy of increasing their holdings in the second quarter. Retail department stores are the investment targets of major fund companies. For example, Bank of Communications Schroeder "settled in" Friendship Group in the second quarter, and Jianxin Fund increased its holdings of ZTE. In addition, the pharmaceutical sector has also become the focus of attention in Public Offering of Fund. Shanghai Pharmaceutical, Dong 'e Ejiao and other stocks are all heavily increased by Public Offering of Fund. Private equity funds with a keen sense of smell also have a soft spot for biomedical stocks. Judging from the semi-annual reports published by listed companies, many private equity firms have sneaked into the top ten tradable shareholders of pharmaceutical stocks such as Luomei Pharmaceutical, Xinbang Pharmaceutical, essence pharmaceutical and Kangenbei. In addition, Weiyuan Biochemical was settled by three private placements under New Value, and guilin sanjin became the target of "hunting" by four private placements under Boyi. Huashen Group is favored by Zexi Ruijin and Boyi. With the disclosure of listed companies' semi-annual reports, some new funds have surfaced. Large consumption concept stocks have undoubtedly become the goal of the new fund. According to incomplete statistics, Huitianfu Folk Vitality Fund, which was established on May 5th, appeared among the former 10 shareholders of National Technology and Jinling Hotel. The core theme of China Post refers to Yimin business under the concept of big consumption. It is worth noting that the initial raising scale of new funds established in the second quarter is generally small, and the market trend in the second quarter is indistinguishable. The insiders believe that only those stocks with high margin of safety and high investment value will make a strong attack and lay out in advance. Consistently optimistic about the potential huge growth space of the consumer market has become the most important reason why institutions are consistently optimistic about the concept of big consumption. So, how big can the cake in the consumer market be? According to relevant statistics, in recent years, domestic consumption has grown at an average annual rate of 17%- 18%, exceeding the growth rate of GDP. It is estimated that China's domestic consumer market will surpass Japanese in 20 15, and replace the United States as the largest consumer market in the world in 2020. It can be inferred that in addition to emerging industries, consumption, medical care and other areas related to people's livelihood in China in the future deserve special attention! The investment director of a fund company in Shanghai said that the optimistic medium and long-term consumption investment opportunities mainly come from the endogenous growth of consumption brought about by economic restructuring, policy promotion and the improvement of residents' income level. A brokerage research report pointed out that under the impetus of policy effects and long-term factors, the future growth of consumer demand will exceed expectations, mainly based on the following considerations: First, the consumption structure will fully enter the era of industrialized consumption, and consumption upgrading will start quickly. Second, the gradual acceleration of urbanization in China will provide a broad space for the expansion of the consumer market. Third, increase investment in social security and improve the security system. Fourth, in the arrangement of structural tax reduction, we should pay more attention to adjusting the income distribution gap among members of society, and strive to achieve the goal of making low-income groups pay less taxes and making high-income groups pay more taxes through a series of arrangements with overall tax reduction tendency. The first >>

Question 7: There are basically three kinds of consumer stocks, one is the food and beverage industry, the other is the consumer stocks that benefit from the consumption upgrade, and the third is the typical industries that replace the consumption field, such as the pharmaceutical industry.

In fact, to put it bluntly, it means taking medicine and drinking, which is in the traditional sense, that is, in the narrow sense.

Question 8: The concept of big consumption has become the main line of investment. What are the big consumer concept stocks?

I. Retail supermarket industry

Renrenle (002336), BBK, Xinhuadu, Yonghui Supermarket (60 1933), Jiashitang (002462) (pharmaceutical chain), Suning Appliance Hualian Supermarket (60036 1), Dashang (600694) and friendship shares.

Second, drinks

Kweichow Moutai (6005 19), LU ZHOU LAO JIAO CO.,LTD (000568), Yanghe (002304), Shanxi Fenjiu (600809), Wuliangye, Changyu A, Yanjing Beer (000729), Tsingtao Brewery (600600) and Yili (60080).

Third, food.

Dong 'e Ejiao (000423), Tunhe (600737), Nanning Sugar Industry (0009 1 1), Sanquan Food (0022 16), Beidahuang (600598) and Shuanghui Development (000895).

Fourth, clothing.

Youngor (600 177), souyute (002503), Seven Wolves, Pathfinder (300005)

Question 9: What are the household appliances, food, medicine and clothing in big consumer stocks?

Question 10: What changes have taken place in key consumption areas under the background of economic downturn and consumption structure upgrading in China? In modern western economics, according to the theory of supply and demand and the theory of consumption, the basic assumptions are: as one of the market subjects, consumers are rational, and rational consumers will naturally adjust their consumption structure to maximize their utility and achieve it at a given cost, while consumer demand determines the production level and mode to a certain extent, and consumption is an important driving force for economic growth; From the macroeconomic point of view, the changes of residents' consumption level and consumption structure are mainly restricted by income level. Of course, this will also involve the overall level of China's economy and the adjustment of its economic structure. According to Mundell-Fleming model, under the condition of open economy, the adjustment of relevant economic policies in China will also affect the consumption situation of residents; According to the relevant theories of Marxist political economy, the law of value is the basic law of commodity economy and market economy. In the socialist market economy, the law of value is the basic law of commodity exchange, which promotes the interaction between price and value, supply and demand in economic growth through market mechanism, thus showing the process of consumer consumption change.

Since the reform and opening up, China's export-led economic growth mode is still unreasonable, and the overall consumption level is still low. The role of consumption in stimulating the economy is still not significant. "High growth, high investment, high export, high savings and low consumption" have become the basic characteristics of China's macro-economy. However, among the three components of total demand, investment plays an important role, and export trade is easily affected by many factors in domestic and international markets. Investment and export should be based on consumption, because consumption determines investment and export. The investment and export-led economic growth model is difficult to make the economy develop continuously and healthily. The purpose of socialist market economy is to promote economic growth and realize that people share the fruits of economic development, so maintaining a high consumption rate is in line with the original intention of economic development. Moreover, various data show that China's economic growth has slowed down, and GDP, CPI, PPI and other indicators have repeatedly hit new lows. The slowdown of China's economic growth has undoubtedly brought new challenges to China's economy, and it has also had a significant impact on residents' consumption habits.