公司近况国家统计局近期公布2025 年11 月社零数据，我们观察到家电品类表现较弱，或影响公司4 季度业绩表现。评论社零数据显示近期家电增速下滑幅度加大，反映京东带电品类销售或承压。25 年11 月社零同比增速仅为1.3%，为23 年以来社零单月增速的新低，11 月线上电商大盘表现也较弱，线上实物商品销售额同比提升1.5%，较10 月的4.9%减速。社零中，国补相关品类受去年同期高基数及今年国补...
Source Link公司近况国家统计局近期公布2025 年11 月社零数据，我们观察到家电品类表现较弱，或影响公司4 季度业绩表现。评论社零数据显示近期家电增速下滑幅度加大，反映京东带电品类销售或承压。25 年11 月社零同比增速仅为1.3%，为23 年以来社零单月增速的新低，11 月线上电商大盘表现也较弱，线上实物商品销售额同比提升1.5%，较10 月的4.9%减速。社零中，国补相关品类受去年同期高基数及今年国补...
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