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国信证券-社会服务行业专题:如果复苏节奏渐进展开,我们优先看好哪些机会?-250320

政策回顾:重磅消费政策接连出台,扩大内需目标居首。中共中央办公厅、国务院办公厅印发《提振消费专项行动方案》;次日国新办举行新闻发布会,介绍提振消费有关情况。《方案》强调供需两侧综合协调协同发力,且服务消费政策支持力度明显加大,服务消费潜力释放有望推动消费市场继续扩容提质,最终旨在解决制约消费的突出矛盾,达到全方位扩大国内需求目的。 数据跟踪:部分行业数据印证经济复苏趋势。2025年1-2月社零总额

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