步入电商淡季,关注“反内卷”对末端价格影响二季度,在电商大促与“以旧换新”提振下,线上消费强劲,件量延续高增。商品零售额、实物商品网上零售额、快递件量分别同比+5.6%/+6.3%/+17.3%。6 月,商品零售额、实物商品网上零售额、快递件量分别同比+5.3%/+4.7%/+15.8%,环比5 月均放缓,主因618 大促前置、国补投放进度暂缓。展望7 月,虽然步入电商淡季,但考虑到末端价格年初...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.