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家电社零增速自2025年5月见顶后持续回落
家电社零增速自2025年5月见顶后持续回落
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家电行业2026：周期筑底与智能新机遇-251111（29页）.pdf
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家电社零增速自2025年5月见顶后持续回落
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行业数据
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海外多数啤酒大国总量见顶后开启长周期回落
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行业数据
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锂电行业转固潮在2023年见顶后开始回落
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行业数据
2025-12-19
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能繁母猪存栏量7月见顶开始缓步下降（万头）
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行业数据
2025-12-12
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行业数据
2025-10-10
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文化传媒主题指数表现：2015年大盘见顶后，传媒板块的出清自2017年开始，历时8年于2024年见底
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行业数据
2025-10-10
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文化传媒主题指数表现：2015年大盘见顶后，传媒板块的出清自2017年开始，历时8年于2024年见底
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行业数据
2025-10-10
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图表92012年-2015年成长行情中，行业轮动强度见顶后成长风格下跌也概率偏小
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行业数据
2025-09-22
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图表72008年-2010年成长行情中，行业轮动强度见顶后成长风格下跌概率偏小
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行业数据
2025-09-22
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图表112019年-2022年成长行情中，行业轮动强度见顶后成长风格下跌也概率偏小
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2025-09-22
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中国新生人口数在2016年见顶后回落
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2025-07-02
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中国新生人口数在2016年见顶后回落
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图11COMEX黄金库存于4月见顶（美元/盎司、金衡盎司）
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2025-05-23
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白酒行业自2016年产量见顶后，保持下降趋势
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家电行业2026：周期筑底与智能新机遇-251111（29页）.pdf
2026年家电行业报告：周期筑底与智能新机遇，三条主线布局
家电行业2026：周期筑底与智能新机遇-251111
家电行业各子板块毛利率及变化（单位：%，pct）
3Q25家电板块实现归母净利润316.14亿元，YOY+4.8%
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