【海通证券:消费贷新政落地,收单行业有望受益消费复苏】金十数据3月24日讯,国家金融监管总局近日下发《关于发展消费金融助力提振消费的通知》。海通证券研报认为,收单机构的收单流水与线下消费总量直接挂钩,收单行业有望充分受益于消费政策带来的线下消费复苏。消费贷新政落地,有望刺激个人消费增长,带动线下消费场景修复,使第三方支付收单流水加速上修,且有望带动部分收单公司信贷业务规模增长,直接增厚业绩。
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