交银国际:持续关注国补延续及618大促活动对电商平台拉动

智通财经网
May 20, 2025

智通财经APP获悉,交银国际发布研报称,2025年4月内地实物电商网上零售额调整后同比增6.1%。分品类看,以旧换新政策补贴范围扩大拉动下,通讯器材仍有20%同比增速;家装季开启后家电需求逐月恢复,同比增39%,较3月进一步加速,家具也呈持续恢复趋势。该行指,持续关注国补延续及618大促活动对电商平台的拉动。阿里巴巴-W(09988)电商市占率持稳,CMR连续两季度加速增长,关注云收入增长加速;...

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