行业近况2025 年11 月社零总额43898 亿元，同比增长1.3%，增速环比下滑1.6ppt，我们认为主要受补贴力度与双十一节奏影响；1-11月社零总额45.6 万亿元，同比增长4.0%。评论1、商品与餐饮零售额增速环比均有所放缓。 按消费类型分，11月商品零售额同增1.0%，餐饮收入同增3.2%，环比分别下滑1.8%/0.4%。按业态分，1-11 月限额以上零售业单位中便利店、超市、专业店...
Source Link行业近况2025 年11 月社零总额43898 亿元，同比增长1.3%，增速环比下滑1.6ppt，我们认为主要受补贴力度与双十一节奏影响；1-11月社零总额45.6 万亿元，同比增长4.0%。评论1、商品与餐饮零售额增速环比均有所放缓。 按消费类型分，11月商品零售额同增1.0%，餐饮收入同增3.2%，环比分别下滑1.8%/0.4%。按业态分，1-11 月限额以上零售业单位中便利店、超市、专业店...
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