智通财经APP获悉,方正证券发布研报称,短期看,多样化政策组合放大客流价值,有效促进节庆消费。全国及各地方推动春节期间以旧换新、有奖发票、消费券补贴等促消费政策,有效拉动节庆期间消费,全面提升春节期间线下渠道的客流、转化和动销效率,短期内推动线下终端的真实销售增长。长期看,伴随国补资金计划陆续就位,市场对国补后周期预期的不确定性逐渐下降,利于家电市场长期企稳。方正证券主要观点如下:2025年国补...
Source Link智通财经APP获悉,方正证券发布研报称,短期看,多样化政策组合放大客流价值,有效促进节庆消费。全国及各地方推动春节期间以旧换新、有奖发票、消费券补贴等促消费政策,有效拉动节庆期间消费,全面提升春节期间线下渠道的客流、转化和动销效率,短期内推动线下终端的真实销售增长。长期看,伴随国补资金计划陆续就位,市场对国补后周期预期的不确定性逐渐下降,利于家电市场长期企稳。方正证券主要观点如下:2025年国补...
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