产品特性：消费品中电动工具、手动工具、割草机以欧美高端消费为主。根据光大证券研究所宏观组，2025 年5 月美国零售销售环比为-0.9%，低于市场预期的-0.7%，前值由+0.1%修正至-0.1%；核心零售销售（不含汽车和汽油）环比为-0.3%，低于预期的+0.1%，前值由+0.1%修正至0%。5 月美国零售数据环比增速大幅回落表明关税对经济负面影响显现，其中耐用品消费更为疲弱。对等关税生效前，3...
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