I previously had a policy reversal law. Whenever a policy reveals plans to promote xx to the countryside 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 that a large-scale elimination competition will enter the final sprint.
From a financial perspective, any stimulating behavior can be understood as leverage. 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 Therefore, once the stimulus is withdrawn, there will basically be a cliff-like decline.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 companies, the industry’s price wars will become more intense, and the outcome will be decided quickly.