Frequent public offerings continue to increase positions, and the elasticity of the consumer sector is expected.

As the Spring Festival holiday approaches, the consumer sector sees a long-awaited rebound. It is worth noting that recently, well-known fund manager Xie Zhiyu managed Xingquan Herun, Xingquan Heyi, and fund manager Qiao Qian managed Xingquan Business Model Optimal and Xingquan New Vision collectively bought into the A-share pet industry leader, Zhongchong Co., Ltd., with a total holding market value exceeding 800 million yuan. As early as the fourth quarter of 2025, some well-known active equity fund managers and "fixed income +" fund managers had already started infiltrating the consumer sector. Some institutions suggest that the moderate rise in prices has become a consensus expectation in the market, and if the price level improves significantly this year, the elasticity of the consumer sector is worthy of attention.