高盛发表报告,内地11月家电数据进一步放缓,包括零售销售及出厂发货增长均低于先前预期。国家统计局家电及电子产品零售销售额按年降幅扩大至19%(10月降幅为15%),似乎是受到“双11”提前启动及高基数影响;空调国内出厂发货按年跌幅亦扩大至-40%。展望未来,该行预计12月将继续面临高基数带来的增长压力,但预期2026年有望改善,原因是消费品以旧换新政策很可能延续。高盛继续看好获“买入”评级的美的(...
Source Link高盛发表报告,内地11月家电数据进一步放缓,包括零售销售及出厂发货增长均低于先前预期。国家统计局家电及电子产品零售销售额按年降幅扩大至19%(10月降幅为15%),似乎是受到“双11”提前启动及高基数影响;空调国内出厂发货按年跌幅亦扩大至-40%。展望未来,该行预计12月将继续面临高基数带来的增长压力,但预期2026年有望改善,原因是消费品以旧换新政策很可能延续。高盛继续看好获“买入”评级的美的(...
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