中信建投：看好运动户外赛道

每日经济新闻12-17

每经AI快讯，中信建投（601066）研报表示，1)中央经济工作会议将“大力提振消费，全方位扩大内需”列为2025年全年首要任务。“两新(设备更新和消费品以旧换新)+两重(国家重大战略实施和重点领域安全能力建设)”将继续发力；此次提出“提振消费专项行动”、“降低全社会物流成本专项行动”，预计将有关于新消费场景有更多的支持，如“首发经济”、“冰雪经济”、“银发经济”。2)预计消费政策有望加码，...

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