The report suggests that the consumption industry is expected to recover in 2023 due to the optimization of pandemic control measures and the implementation of policies to boost domestic demand. The report aims to build an investment framework to determine the valuation levels, earnings elasticity, and growth potential of different sectors in the consumption industry, using feedback from stock price movements. The report identifies six main logics for investing in the consumption-related industry, including stocks that experienced large price retreat during the pandemic, companies with significant loss during the pandemic, firms with low absolute and relative valuation, firms in sustainable high-growth and high-prosperity sectors, and companies with meaningful barriers to entry.
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