【中国银河】消费行业行业动态报告：6月社零边际改善，扩大消费规划落地-260715（50页）.pdf

1、 2024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06 当月总出口农产品纺织织物箱包服装鞋靴家具及其零件玩具手机家用电器 音视频设备及其零件灯具&照明2026-0627.019.612.31.63.0-1.49.0-6.327.515.312.1-4.12026-0519.45.2-0.3-4.9-4.1-10.31.9-7.044.39.419.1-11.72026-0414.03.81.0-11.3-2.2-17.1-3.6-12.311.07.28.2-19.

2、72026-032.5-6.0-28.4-34.5-29.4-39.6-33.4-41.92.5-15.2-3.4-44.12026-0239.627.083.268.164.551.367.932.4-15.128.540.267.42026-0110.02.8-5.4-4.2-7.6-12.45.0-12.8-2.50.011.2-5.22025-126.50.4-4.2-13.0-10.2-17.4-8.6-19.410.6-6.95.1-19.82025-115.82.41.0-19.3-10.9-17.1-8.5-25.5-12.5-5.84.8-21.22025-10-1.3-1.

3、2-9.1-25.7-15.9-20.9-12.6-31.0-16.5-13.64.3-31.02025-098.24.56.4-12.3-8.0-13.20.4-28.0-1.7-9.68.0-16.72025-084.2-3.81.5-14.9-10.0-17.1-3.2-20.9-18.9-6.64.2-17.02025-077.01.60.6-9.9-0.5-7.63.0-3.2-21.8-3.87.6-5.52025-065.7-6.2-1.6-7.01.1-4.00.68.4-8.8-9.07.81.32025-054.7-1.8-1.9-10.03.0-5.5-9.4-0.6-2

4、2.8-8.80.6-7.22025-048.03.13.4-8.5-0.50.3-7.2-5.9-20.9-2.712.6-2.32025-0312.210.516.5-1.69.310.08.26.49.412.913.024.32025-02-3.13.1-25.3-37.5-28.4-37.8-29.4-26.410.70.1-6.3-40.62025-015.92.912.5-8.87.6-6.2-7.2-1.7-12.810.92.9-9.22024-1210.712.117.4-6.96.6-0.63.2-2.8-15.814.15.54.02024-116.67.49.6-3.

5、04.3-1.9-2.64.9-0.310.22.9-2.82024-1012.611.016.11.58.1-1.13.14.1-0.423.26.65.02024-092.3-0.2-2.2-12.1-5.1-12.8-9.7-6.1-4.95.2-2.0-10.52024-088.63.65.0-9.3-2.0-4.9-4.0-8.017.112.32.6-6.82024-076.91.94.0-11.1-3.6-4.7-5.0-3.65.717.45.7-5.92024-068.410.36.7-1.7-0.6-4.77.0-0.42.718.711.4-0.22024-057.45.

6、88.12.51.6-10.518.1-2.38.119.612.32.52024-041.30.0-2.4-7.6-3.9-14.98.7-3.97.713.90.5-4.52024-03-7.7-7.4-16.8-19.6-17.6-26.8-5.2-15.72.1-0.6-7.6-24.2 20 OECD消费者信心指数中国消费者信心指数美国消费者信心指数欧盟消费者信心指数日本消费者信心指数韩国消费者信心指数2026-0697.8049.50-17.0033.80106.602026-0597.7696.404