I previously had a policy reversal law. Whenever a policy reveals plans to promote xx rural areas or similar consumption-expanding policies, related stocks immediately start to decline.

Whether it's new energy going to the countryside or home appliances going to the countryside, without exception. Because this essentially means a large-scale elimination competition will enter the final sprint.
From a financial perspective, any stimulating behavior can be understood as leverage-adding behavior. Stimulating consumption is like giving residents leverage, and stimulating home purchases is similar. Therefore, once the stimulus is withdrawn, there will basically be a cliff-like decline.
The only result is that, although it provides some buffer for enterprises, the industry’s price war will become more intense, and the outcome will be decided quickly.