本周研究跟踪与投资思考:我国家电社零延续强劲增长趋势,6 月同比增长超30%,空调在高温天气的带动下线上线下保持较快增长。7 月以来,我国多地尤其是北方出现持续高温天气,有望为空调等需求增长创造良好条件。6 月家电社零增长超30%,各品类零售需求表现积极。据统计局数据,6 月我国社会消费品零售总额同比增长4.8%,累计同比增长5.0%;家电和音像器材类限额以上零售额同比增长32.4%,累计同比增长...
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