零售 、轻工日化行业:6月社零同增4.8% 关注消费支持政策成效

中金公司
16 Jul

事件国家统计局公布:2025 年6 月社零总额4.23 万亿元,同比+4.8%,增速环比5 月下滑1.6ppt,我们认为主要受电商大促节奏波动影响;2025 年1-6 月社零总额24.55 万亿元,同比+5.0%,整体稳中有进。结构上看,6月以旧换新相关商品销售继续保持较快增长。评论1、6 月社零增速环比有所承压,线上渗透率持续提升。1)分业态看,商品零售、服务业均实现稳健增长。6 月商品零售收入...

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