商贸零售行业跟踪报告:10月社零总额同比+2.9%,食饮消费相关品类增速改善

万联证券
Nov 16, 2025

(以下内容从万联证券《商贸零售行业跟踪报告:10月社零总额同比+2.9%,食饮消费相关品类增速改善》研报附件原文摘录)投资要点:总体:2025年10月社零同比+2.9%,增速同比下降、环比略降。2025年10月我国社会消费品零售总额46,291亿元,同比增长2.9%,较去年同期增速下降1.9pcts,较9月增速环比下降0.1pcts。10月我国CPI同比+0.2%,较9月的-0.3%增加0.5...

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