投资要点:总体:2025 年11 月社零同比+1.3%,增速同比、环比明显下降。2025 年11 月我国社会消费品零售总额43,898 亿元,同比增长1.3%,较去年同期增速下降1.7pcts,较10 月增速环比下降1.6pcts。11 月我国CPI 同比+0.7%,较10 月的+0.2%增加0.5pcts。①商品和餐饮零售增速环比均下降。2025 年11 月商品零售同比+1.0%,较10 月增速...
Source Link投资要点:总体:2025 年11 月社零同比+1.3%,增速同比、环比明显下降。2025 年11 月我国社会消费品零售总额43,898 亿元,同比增长1.3%,较去年同期增速下降1.7pcts,较10 月增速环比下降1.6pcts。11 月我国CPI 同比+0.7%,较10 月的+0.2%增加0.5pcts。①商品和餐饮零售增速环比均下降。2025 年11 月商品零售同比+1.0%,较10 月增速...
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