In daily life, the importance of the consumer industry is becoming more and more obvious, which is reflected in the capital market. Consumer stocks are also regarded as the ideal choice that is most likely to cross the bull-bear cycle and achieve long-term stable returns.

Today, Bian Xiao will talk to you about the new bright spot of investment-Consumer Industry Fund.

Characteristics of consumer industry

Consumer industries include food and beverage, household appliances, agriculture, forestry, animal husbandry and fishery, commerce, leisure services, light industry manufacturing and automobile industry.

Generally speaking, it is mainly divided into two categories:

Necessary consumption-the necessary consumption of daily life such as catering;

Optional consumption-optional consumption in daily life such as home appliance tourism.

Among them, the necessary consumption type is relatively least affected by the economic cycle and has strong defensive attributes.

It is moving towards the third consumption upgrade focusing on service products. This diversified new consumption upgrade is the so-called big consumption.

In recent years, the growth rate of high-end liquor, customized home and new energy vehicles has been very high, and many outstanding stocks have emerged. At the same time, the demand for upgrading residents' consumption is becoming more and more obvious, and there will be good investment opportunities in the consumer industry in the future.

How to lay out large consumption funds?

Valuation is still a good reference for investment funds.

The CSI consumer index has not been underestimated for a long time, which also proves the resilience of this theme plate. From the perspective of a long investment cycle, the consumer sector belongs to the long cattle sector.

With the rise of new consumer groups, the upgrading of consumer concepts, the change of consumer demand, the innovation of the Internet and the reconstruction of business models, the next new "consumer bull market" is waiting for us to explore and hold for a long time. Therefore, the consumer sector with the inherent property of steady growth is expected to become a good opportunity for the next market with its characteristics of "ups and downs".

For investors who have already held positions, they can choose to continue holding them; For investors who want to lay out the consumer industry, they can choose new consumer funds to buy.