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三个字,撬动了万亿产业

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昨天有两个重要的信息,一个是“女王节”,家里也有半边天,虽然平时也要表示表示,逢年过节更是要表表心意,爱情也好,婚姻也好,都是要用心经营的,逢年过节表示下比那些说重在平时的要强,起码心里还留着这个事吧。

还有个重要的事情,就是关于大消费,和十年前的会议相比,如今有着更多互联网属性的大佬们更容易受到大家的关注,苏宁啊、腾讯啊,这些有提案都是大家关心的,所以今年开会大消费概念走俏。

关于消费升级之前我也谈过,但老概自己再琢磨琢磨,发现还不够精准,就是弄个互联网消费的话,很难有什么大的出息,赶上这“女王节”(重要的三个字),我想起了“美丽经济”。根据老概的一份内部数据显示,现在“美丽经济”的产值有近三万亿。

“美丽经济”涵盖了女性在美容、服装、饰品、休闲旅游等全方位的美丽时尚消费。看看这些领域,不都是消费升级嘛,吃饱穿暖跟这个一样都不沾边。

而且“美丽经济”的主战场就是网络,和如今热议的“新消费”有很契合,自然是大有可为咯,说到题材,有些题材属于大的范畴,所以真在在操作的时候还要深挖。

比如之前说新能源汽车就锁定了锂电,这是因为锂电是新能源汽车的核心,如今对于“美丽经济”的关注也是一样的道理,“新消费”的范畴很大,而“美丽经济”锁定了消费的主力人群,是最能拉动“新消费”的一群人(爷们们主要负责产出,嘿嘿)。

“美丽经济”一共有四条主线,美容、珠宝、旅游、服装,时间关系我就不展开了,具体的相关个股可以通过我的微信公众号(id:gnahz007)查看。


Recommended series of "Nugget Conference" by concept enthusiasts (individual stocks in the following articles can be viewed through my official account history articles):
"Stir up the Theme of 'Meeting', Do Not Take the Ordinary Path" (New Energy Vehicles)
Meeting must discuss, this industry is experiencing an explosion (online education)
"The main storyline of stock trading, the strongest sound before the meeting" (Free Trade Zone)
《74The trillion yuan industry welcomes the outbreak of this sector (rural tourism)
Europe, America, and Japan are both developing,15Valuation of Stocks (List) (Rural Tourism)
《27Provincial Jianzhi Division, this sector will explode (share) before the meeting (Internet+)
Summary of Meeting Shares, Attention of the Whole People (Medical)
"Small gifts, come to Huiyi to support me"
No one has offered a reward yet. Give me some support
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