(以下内容从东海证券《10月社零报告专题:10月社零同增2.9%,餐饮改善明显》研报附件原文摘录)投资要点:10月当月同比增长2.9%。2025年10月社会消费品零售总额46291亿元,同比增长2.9%,高于wind一致预期(+2.7%)。1)分地域:新型城镇化和乡村全面振兴协同发展,推动县域商业设施日益完善,县乡市场潜力逐步释放。1>城镇:10月消费品零售额40021亿元,同比增长2.7%,增速...
Source Link(以下内容从东海证券《10月社零报告专题:10月社零同增2.9%,餐饮改善明显》研报附件原文摘录)投资要点:10月当月同比增长2.9%。2025年10月社会消费品零售总额46291亿元,同比增长2.9%,高于wind一致预期(+2.7%)。1)分地域:新型城镇化和乡村全面振兴协同发展,推动县域商业设施日益完善,县乡市场潜力逐步释放。1>城镇:10月消费品零售额40021亿元,同比增长2.7%,增速...
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