商贸零售行业周报:多政策出台推进扩大内需 服务消费环比加速增长

申万宏源研究
Dec 21, 2025

本期投资提示:一周主要回顾与展望:在2025 年12 月15 日至2025 年12 月19 日期间,商贸零售指数增长6.66%,相较于沪深300 上涨6.94pct,在申万一级行业中排名第1 位。社会服务指数增长2.66%,相较于沪深300 指数上涨2.94pct,在申万一级行业中排名第4 位。多项政策协同部署,系统推进国内大循环与内需体系建设。政策核心在于坚持扩大内需战略基点,推动惠民生与促消费...

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