香港零售额改善下的积极信号7 月2 日,香港特区政府统计处发表的最新的零售业销货额显示5 月零售业销货价值实现同比增长,特区政府发言人表示,5 月零售业表现好转,经季节性调整后,零售业总销货价值按月上升7%。我们认为消费修复有望促进商业地产企稳,进一步打开香港资产价值重估空间。15 个月来消费额同比首次转正,多因子推动零售需求好转2025 年5 月香港零售业销货价值达313 亿港元,同比+2.4%...
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