CITIC Securities Recommends Three Investment Themes for China's Consumer Services Sector in H2 2026

GateNews
According to CITIC Securities research report, the firm recommends three investment themes for China's consumer services sector in the second half of 2026 based on recent earnings data showing improved supply-demand dynamics in service consumption. The three main themes are: hotels and scenic spots with excellent operational capabilities in leisure travel; gaming companies and leading ready-to-drink beverage brands with high elasticity and clear competitive structures; and dining and duty-free operators with stable operations and growth potential. The report also highlights OTA, human resources, and exhibition sectors for investors to monitor.
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