事件国家统计局近期公布了6 月社零数据：社零总额4.2 万亿元，同比增速4.8%，环比放缓1.6ppt。评论618 促销前置叠加监管加强的影响，社零同比增速放缓。6 月社零同比增速环比放缓1.6ppt至4.8%，我们认为主要与2025 年“618”促销活动提前至5 月13 日开始有关（2024 年5 月20 日开始），拉动5 月社零的同时对6 月社零产生一定的透支。6 月实物商品网上零售额同比增长...
Source Link事件国家统计局近期公布了6 月社零数据：社零总额4.2 万亿元，同比增速4.8%，环比放缓1.6ppt。评论618 促销前置叠加监管加强的影响，社零同比增速放缓。6 月社零同比增速环比放缓1.6ppt至4.8%，我们认为主要与2025 年“618”促销活动提前至5 月13 日开始有关（2024 年5 月20 日开始），拉动5 月社零的同时对6 月社零产生一定的透支。6 月实物商品网上零售额同比增长...
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