商贸零售行业5月社零数据点评:5月社零同比+6.4% 增速创2024年以来新高

甬兴证券有限公司
17 Jun

核心观点6 月16 日,国家统计局公布2025 年5 月份社零数据。5 月我国社零总额为4.13 万亿元,同比增长6.4%(增速环比+1.30pct);其中,除汽车以外的消费品零售额3.73 万亿元,同比增长7.0%。在以旧换新政策、“618”电商大促提前、“五一”假期等多重因素带动下,5 月份社零增速创2024 年以来新高。电商渗透率趋缓,线下便利店专业店表现较优。1-5 月份,全国网上零售额...

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