轻工行业月报:社零数据稳中向好 第三批国补资金下达

中国银河证券股...
Aug 11, 2025

国补回归常态化,第三批资金下达地方。据商务部数据,2025年截至7月 16日,消费品以旧换新5大品类合计带动销售额1.6万亿元。2025年6月家具类零售额207.7亿元,同比+28.7%,同比增速进一步提高;前6月累计零售额965.1亿元,同比+21.5%,零售数据持续修复。近日,第三批国补资金690亿元已下达地方,第四批资金预计10月下达,国补实施机制持续完善,补贴发放方式持续优化,看好国补政策...

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