智通财经APP获悉，国信证券发布研报称，商贸零售行业25年末市场震荡有所加大，以把握新消费趋势和传统消费困境反转预期为核心的两大主线。而展望明年，从牛市轮动角度，滞涨已久的消费板块不排除在政策边际加码，以及企业自身改善下迎来一定的行情弹性。维持板块“优于大市”评级。国信证券主要观点如下：2025年回顾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...
Source Link智通财经APP获悉，国信证券发布研报称，商贸零售行业25年末市场震荡有所加大，以把握新消费趋势和传统消费困境反转预期为核心的两大主线。而展望明年，从牛市轮动角度，滞涨已久的消费板块不排除在政策边际加码，以及企业自身改善下迎来一定的行情弹性。维持板块“优于大市”评级。国信证券主要观点如下：2025年回顾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...
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