The Zhitong Finance App learned that large consumer stocks generally rose today. As of press release, Yum China (09987) rose 4.94% to HK$339.8; Giant Biotech (02367) rose 4.73% to HK$23.92; Haidilao (06862) rose 3.09% to HK$9.52; China Feihe (06186) rose 3% to HK$2.745; Ctrip Group-S (09961) was 2.5% to HK$303.4; Weilong Mei (0996.85) reported 2.07% HK$66.

According to the news, value-added tax invoice data from the State Administration of Taxation showed that during the National Day holiday, the average daily sales revenue of related industries increased 19.5% year-on-year. Among them, tourism and entertainment services increased by 23.6%, catering services increased 9%, household appliances and audio-visual equipment increased by 40.1%, and communication equipment increased by 119.8%.

CITIC Securities previously pointed out that in the context of low holdings, low expectations, and undervaluation, the consumption allocation momentum is expected to continue to rise. In the short term, it can focus on allocating along the supply-side reversal agriculture (farming), the dairy chain where stable performance has reached an inflection point, and high-quality leading enterprises in the industry with impressive shareholder returns. At the same time, it also focuses on policy trends, and the direction of gradually increasing long-term structural opportunities for allocation amid market fluctuations is clear.

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