新年伊始,如何看待2026年消费行业投资机会?如何复盘2025年消费行业年度表现?国泰海通消费生力君七大行业首席:食品饮料/美护 訾猛、 社服/零售 刘越男、家电 蔡雯娟、轻工 刘佳昆、纺服 盛开、农业 王艳君/林逸丹,第一时间召开电话会议为您解读!2025年消费行业复盘:经济疲弱叠加外部冲击对消费行业的影响,已经在2025年四季度充分体现。通过跟踪消费核心指标——社零数据(全国+一线城市)、全国...
Source Link新年伊始,如何看待2026年消费行业投资机会?如何复盘2025年消费行业年度表现?国泰海通消费生力君七大行业首席:食品饮料/美护 訾猛、 社服/零售 刘越男、家电 蔡雯娟、轻工 刘佳昆、纺服 盛开、农业 王艳君/林逸丹,第一时间召开电话会议为您解读!2025年消费行业复盘:经济疲弱叠加外部冲击对消费行业的影响,已经在2025年四季度充分体现。通过跟踪消费核心指标——社零数据(全国+一线城市)、全国...
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