Galaxy Securities pointed out that the consumer industry needs to pay attention to the medium- to long-term consumption goals in the “15th Five-Year Plan”; in the short term, focus on implementing specific policies related to consumption in 2026. Galaxy Securities is optimistic about the development of the consumer industry's overseas business in 2026. In terms of individual consumer stocks, focus on high-quality companies with high dividend rates in the process of changing market styles, as well as companies with alpha in each segment.

Galaxy Securities pointed out that the consumer industry needs to pay attention to the medium- to long-term consumption goals in the “15th Five-Year Plan”; in the short term, focus on implementing specific policies related to consumption in 2026. Galaxy Securities is optimistic about the development of the consumer industry's overseas business in 2026. In terms of individual consumer stocks, focus on high-quality companies with high dividend rates in the process of changing market styles, as well as companies with alpha in each segment.