纺织服装行业:社零数据点评:6月国内社零同比增长4.8% 主要可选消费品类增速放缓

山西证券
16 Jul

事件描述:7 月15 日,国家统计局公布2025 年6 月社零数据。事件点评:6 月国内社零同比增长4.8%,表现低于市场一致预期。2025 年6 月,国内实现社零总额4.23 万亿元,同比增长4.8%,环比下滑1.6pct,表现低于市场一致预期(根据,2025 年6 月社零当月同比增速预测平均值为+5.56%)。2025 年1-6 月,国内实现社零总额24.55 万亿元,同比增长5.0%。按消费...

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