“华西研究”小程序全面升级!专业研值,一镜到底!华西商社(一)三季报收官,板块分化,出海链利润高增,新消费高景气延续截止10月31日,A股2025年三季报报已发布完毕,从已披露的财报看,中信商贸零售与消费者服务板块整体承压,2025年前三季度收入端分别同比-7%、+2%,归母净利润端分别同比-33%、-14%。整体承压环境下板块间存在较大分化,出海链(跨境电商、出海服务等)利润高增长,新消费(...
Source Link“华西研究”小程序全面升级!专业研值,一镜到底!华西商社(一)三季报收官,板块分化,出海链利润高增,新消费高景气延续截止10月31日,A股2025年三季报报已发布完毕,从已披露的财报看,中信商贸零售与消费者服务板块整体承压,2025年前三季度收入端分别同比-7%、+2%,归母净利润端分别同比-33%、-14%。整体承压环境下板块间存在较大分化,出海链(跨境电商、出海服务等)利润高增长,新消费(...
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