1月9日，东吴证券发布宏观深度报告，称中国消费呈“K型分化”表明了“该省省、该花花”的消费态度。近些年，在居民收入结构调整和代际人口变动等多方面因素的影响下，我国消费市场出现明显的两极化特征，即“K型分化”，在K型分化的一端，是具有高情绪价值、高溢价的高端品质消费，而在K型分化的另一端，则是具有高实用价值、低价格的高性价比消费。从理论端来看，消费“K型分化”是传统消费理论的重塑，其核心逻辑在于当...
Source Link1月9日，东吴证券发布宏观深度报告，称中国消费呈“K型分化”表明了“该省省、该花花”的消费态度。近些年，在居民收入结构调整和代际人口变动等多方面因素的影响下，我国消费市场出现明显的两极化特征，即“K型分化”，在K型分化的一端，是具有高情绪价值、高溢价的高端品质消费，而在K型分化的另一端，则是具有高实用价值、低价格的高性价比消费。从理论端来看，消费“K型分化”是传统消费理论的重塑，其核心逻辑在于当...
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