投资要点：国补第三批资金下达，关注政策接续效果上半年国补拉动家电等品类社零快速增长。截至2025 年7 月16日，全国共有2.8 亿人次申领消费品以旧换新补贴，带动相关商品销售额超过1.6 万亿元。上半年限额以上单位家电和音像器材、文化办公用品、通信器材、家具商品零售额同比分别增长30.7%、25.4%、24.1%、22.9%，乘用车零售量增长10.8%，支撑社会消费品零售总额同比增长5%。此前...
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