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首创证券-商贸零售行业2024年策略报告：静待冬去春来，顺势布局四条主-240110

[T⚫ e_Summary] 回顾2023下的长期展望：静待冬去春来，看好消费回归长期增长趋势1、回顾 2023：消费疫后复苏、但持续增长动能欠佳。冲高走弱的CPI、社零数据和消费者信心，地产下行的拖累和更加理性精明的消费者成为今年消费整体画像。2、看好中国消费长期增长趋势，多因素冲击短期表现但看好重回长期增长趋势。尽管短期遇挫，持续的城镇化和居民财富增长趋势明朗；2023 下半年消费受地产下行过

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