导语2025年1-8月,我国规模以上工业企业利润总额同比增速转正,“反内卷”价格效应逐步显现、部分行业利润率提升,带动利润表现明显抬升。1.三大需求走弱,内生动能仍待修复2025年8月我国经济边际回落,供给端数据整体稳健但边际下行,需求端三大需求均走弱。从需求端来看,一是社零同比提升3.4%,增速连续第三个月回落,除去年9月后“以旧换新”补贴大规模落地带来的基数抬升因素外,或主要在于“以旧换新”...
Source Link导语2025年1-8月,我国规模以上工业企业利润总额同比增速转正,“反内卷”价格效应逐步显现、部分行业利润率提升,带动利润表现明显抬升。1.三大需求走弱,内生动能仍待修复2025年8月我国经济边际回落,供给端数据整体稳健但边际下行,需求端三大需求均走弱。从需求端来看,一是社零同比提升3.4%,增速连续第三个月回落,除去年9月后“以旧换新”补贴大规模落地带来的基数抬升因素外,或主要在于“以旧换新”...
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