Mid-Autumn Festival-drinks and food, especially companies that make moon cakes, will have short-term effects;

Golden Week-Hotel tourism, beverage and food, clothing and textile, commercial retail, etc.

Opportunity selective grasp:

A. Brewing: Especially for high-end liquor, there will be a wave of price increases during the Mid-Autumn Festival and November. This is the etiquette of China people. No wine, no table. For today's society, giving gifts has also become a bad habit. I want to send something to the leader, but those who are not famous can't get it.

B. Clothing and textiles: During the transition period from summer to autumn, the performance of clothing and textiles is expected to rise. I won't buy short sleeves now, but I will start preparing long-sleeved clothes and thin sweaters in autumn. The full listing of autumn clothes will also stimulate the profits of garment and textile enterprises.

C. Tourism: The whole tourism industry is under the key protection of the government and hopes to become a pillar industry. However, at present, China's tourism market lacks the ability to integrate resources, and the overall operation ability is biased. Especially during the golden week, any tourist attraction is not to see the scenery, but to look at people. In view of this, tourism stocks only have absolute advantages for some relatively large venues. For example: Tibet tourism (all-Tibet scenic spot), China International Travel Service (mainly for Hainan Island's international tourism island project) and so on. And similar: Guilin tourism, Huangshan tourism and other specific tourist attractions have also begun to decline.

D. Commercial retail: There are many stocks in commercial retail, and the choice should focus on the commercial retail of tourist attractions. Comparatively speaking, it is best to choose second-and third-tier cities and large-scale brand retail with absolute popularity and market share. Similar to: Hefei department store, Chongqing department store, etc.

E. Hotel industry: Limited by the number and price of hotel rooms, its profit margin is limited. In view of this, the hotel sector is not recommended.

F. food industry: the research is not deep enough and is not recommended. Operation strategy: Suggested attention: Wuliangye, China International Travel Service, Hefu Department Store, Meng Jie Home Textiles, etc. . . (Southern Fortune Network Individual Stock Channel)

(Editor: Zhang)