TINGYI (322.HK): Consumption is stable, short-term structure is consolidating, and defensive capital layout is prominent

On February 3rd, TINGYI Holdings showed stable performance throughout the day, with the stock price slightly rising around the previous platform. New policies in the consumer industry stimulated industry recovery, and risk-averse funds flowed back into the stable consumer sector. The company held a new product promotion event in collaboration with e-commerce, which sparked enthusiasm for short-term fund participation, with some funds gradually flowing in, leading to a moderate increase in trading volume. The short-term bullish technical structure has been consolidated, but the pressure from the upper platform and high trading volume areas still impose constraints. The defensive attributes of the consumer sector are prominent, with limited rotation space. TINGYI's overall intraday performance remained stable, but after the positive news was realized, the follow-up of funds slowed down, and the wait-and-see effect intensified. If affected by negative market or industry news, the speed of decline under pressure may accelerate. It is recommended to pay attention to sector rotation and intraday anomalies, and to rationally allocate risks