社零数据点评:5月国内社零同比增长6.4% 限上纺织服装品类增速环比回升

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事件描述:6 月16 日,国家统计局公布2025 年5 月社零数据。事件点评:5 月国内社零同比增长6.4%,表现高于市场一致预期。2025 年5 月,国内实现社零总额4.13 万亿元,同比增长6.4%,环比提升1.3pct,表现高于市场一致预期(根据Wind,2025 年5 月社零当月同比增速预测平均值为+4.85%)。2025 年1-5 月,国内实现社零总额20.32 万亿元,同比增长5.0%...

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