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1、Page2內(nèi)容目錄消費升級內(nèi)在動因多維解讀....................................................................................................6看總量:可支配收入增速回升,地產(chǎn)擠出效應(yīng)減弱...................................................6看政策:消費升級、改善消費環(huán)境成政策重點.........................................................10看市場:關(guān)注度提升,消費類價值
2、股受追捧.............................................................10縱看歷史發(fā)展,橫觀海外規(guī)律..............................................................................................11縱看歷史:中國消費四階段進化史..............................................................................11側(cè)觀全球:中國將重塑全球消費格局...
3、......................................................................13尋找升級風口,品質(zhì)、品味、品格三向升級....................................................................15品質(zhì)消費時代:重視健康、優(yōu)質(zhì)、便利性消費體驗.................................................15品味消費時代:個性化、定制化、科技化需求顯現(xiàn)..................................
4、...............18分齡解析7大主題,掘金國信消費升級5O........................................................................22分齡消費特征,老中青偏好各異.................................................................................22行業(yè)巡禮——食品飲料:三主線引領(lǐng)成長.................................................................
5、.........28品質(zhì)升級:高端化、健康化趨勢顯著.........................................................................28品味升級:定制、個性需求提升.................................................................................32品格升級:社交屬性、體驗服務(wù)貢獻附加值.............................................................36國信證券投資評級.
6、..................................................................................................................41分析師承諾...............................................................................................................................41風險提示....................................
7、...............................................................................................41證券投資咨詢業(yè)務(wù)的說明......................................................................................................41請務(wù)必閱讀正文之后的免責條款部分全球視野本土智慧Page3圖表目錄圖1:本報告內(nèi)容結(jié)構(gòu)綜述...