后疫情时代消费部门复苏路径分析
An Analysis of the Recovery Path of the Consumer Sector in the Post-Pandemic Era
AI总结：
本文提出了消费部门复苏模式与内在价值评估新维度，引入基于感官的消费概念及权重排序，构建数字消费指数等指标，并结合2022年中国经济表现与2023年政策，揭示了数字消费作为消费升级工具的内在逻辑，提出了滚筒传导效应投资策略。
摘要：
本文提出了一个可供参考的消费部门复苏模式，一个观察和评估消费部门内在价值的新维度，并提出了基于感官的消费概念及不同类别权重的排序；创建了数字消费指数概念，结合数字人民币指数和中国式数字经济指数。最后，我们结合2022年中国经济表现和2023年中国政府政策，解释了数字消费作为消费升级工具和更高估值目标的内在逻辑，进而提出了滚筒传导效应的投资策略。
英文摘要：
This paper proposes a referencable pattern of the recovery of the consumption sector, a new dimension to observe and evaluate the intrinsic value of the consumption sector, and proposes the concept of sensory-based consumption and the ranking of the weights of different categories;creates the concept of digital consumption index, coupled with digital RMB index and China-style digital economy index. Finally we explain the internal logic of digital consumption as a consumption upgrade tool and a higher valuation target in the context of China's economic performance in 2022 and the Chinese government's policy in 2023, leading to the investment strategy of roller conduction effect.
机构、总结、中文摘要均由AI分析而来，可能存在错误，请以论文正文为准。
