(以下内容从东海证券《5月社零报告专题:5月社零同比亮眼,国补叠加大促助发展》研报附件原文摘录)投资要点:2025年5月社零同比增长6.4%。2025年5月社会消费品零售总额41326亿元,同比增长6.4%,高于wind一致预期(+4.85%)。1)分地域:城镇增速连续3个月高于乡村市场。1>城镇:5月消费品零售额36057亿元,同比增长6.5%,增速较上月环比提升1.3个百分点。2>乡村:5月...
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