消费板块逆势走强！有何利好？布局机会来了？

嘉实基金02-05

2月5日，A股三大指数早盘集体下跌，截至午盘，全市场超3600只个股下跌，消费板块逆势走强，伴随春节消费旺季大幕拉开，各地促消费政策密集出台，为全年消费市场"开门红"注入强劲动力。茅台动销和价格超预期，带动板块走高自今年元旦飞天茅台在i茅台上架后，i茅台平台抢购热情高涨，飞天茅台连续29天售罄。同时，据今日酒价2月5日最新披露数据，26年飞天批发价为1660元/瓶，零售端价格也回到1750元/瓶...

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What are the benefits? Is the layout opportunity coming?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600519":1.92,"09992":0.9},"content_text":"2月5日，A股三大指数早盘集体下跌，截至午盘，全市场超3600只个股下跌，消费板块逆势走强，伴随春节消费旺季大幕拉开，各地促消费政策密集出台，为全年消费市场\"开门红\"注入强劲动力。茅台动销和价格超预期，带动板块走高自今年元旦飞天茅台在i茅台上架后，i茅台平台抢购热情高涨，飞天茅台连续29天售罄。同时，据今日酒价2月5日最新披露数据，26年飞天批发价为1660元/瓶，零售端价格也回到1750元/瓶左右。招商证券食品饮料研究团队最近实地调研了河南、安徽、四川等多地白酒渠道，发现“茅台动销及价格表现大超预期”。高端白酒龙头有望引领行业走出脉冲式行情，激活整个消费板块的上涨动力。政策支持不断，春季消费旺季来袭1月30日，央行2026 年信贷会议明确着力支持扩大内需，强化消费领域金融支持，为消费复苏筑牢金融基础。2月2日，商务部等9单位关于印发《2026“乐购新春”春节特别活动方案》的通知，华创证券认为，春节消费旺季大幕拉开，各地促消费政策密集出台，为全年消费市场的“开门红”注入强劲动力。在强有力的政策支持和丰富多彩的活动供给下，2026年春节消费市场有望迎来强劲复苏，消费数据或将超市场预期，为全年消费市场的持续回暖奠定坚实基础。港股消费龙头“回购潮”，强化市场信心同时，港股消费龙头开启回购潮，截至2月3日，年内超120家港股消费公司实施回购，其中泡泡玛特斥资3.48亿港元回购190万股，名创优品累计回购15次，向市场传递信心，进一步助推消费板块回暖。后市展望：券商积极看好，消费板块旺季可期多家券商在食品饮料行业周报中指出：春节备货行情值得关注，旺季预期积极。机构的乐观判断增强市场信心，引导资金流向消费板块，同时旺季备货需求释放，将进一步支撑板块短期行情向好。风险提示：投资有风险，可能发生投资损失。基金的过往业绩表现都不预示其将来投资结果，我国基金的运作时间较短，不能反映股市发展的所有阶段。嘉实基金管理的某只基金业绩不构成对其他基金业绩表现的保证，投资者投资嘉实基金管理的产品时，应当认真阅读《基金合同》、《产品资料概要》、《招募说明书》等基金法律文件，了解基金的风险收益特征和及产品特有风险，并根据自身的投资目的、投资期限、投资经验、资产状况等判断基金是否和投资人的风险承受能力相适应。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2609256203","isCrawlerRequest":true}