行业整体增速单季度有所回落，细分板块及个股表现分化。消费行业2025年前三季度整体行业增速表现较为平稳。从社零数据来看，2025 年1-9 月社零销售额365,877 亿元，同比增长4.5%，除汽车以外的消费品零售额增速为4.9%。其中上半年在去年底以来的一系列促消费刺激政策驱动下，社零增速表现一度抬升至近两年来的高位，但进入下半年在消费力仍未全面复苏的情况下，随着各种补贴政策的回落，社零增速再度...
Source Link行业整体增速单季度有所回落，细分板块及个股表现分化。消费行业2025年前三季度整体行业增速表现较为平稳。从社零数据来看，2025 年1-9 月社零销售额365,877 亿元，同比增长4.5%，除汽车以外的消费品零售额增速为4.9%。其中上半年在去年底以来的一系列促消费刺激政策驱动下，社零增速表现一度抬升至近两年来的高位，但进入下半年在消费力仍未全面复苏的情况下，随着各种补贴政策的回落，社零增速再度...
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