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限上商品零售同比（非国补受益类）
限上商品零售同比（非国补受益类）
行业数据
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所属报告：
【创元期货】纸浆月报:一个名叫布针的幽灵-251205（21页）.pdf
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图23、国补退坡0.1元、垃圾处理费上调21元/吨
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行业数据
2026-07-14
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图24、国补退坡0.1元时的项目全生命周期核心
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行业数据
2026-07-14
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图25、国补退坡0.1元、供热比例20%的项目全
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行业数据
2026-07-14
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国补退坡后，烟灶品类销售下滑（亿元/%）
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行业数据
2026-07-03
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图32、2026Q1中国非游戏应用海外下载量排行
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行业数据
2026-06-02
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图33、2026Q1中国非游戏应用海外收入排行榜榜
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行业数据
2026-06-02
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近年欧盟27国非居民用户电价持续高位（欧元/KWh）
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行业数据
2026-05-11
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图69、其他假设不变，国补退坡0.1元后处理费上
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行业数据
2026-05-09
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25年末，地方国长期股权投资/非流动比例
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行业数据
2026-05-09
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2025年和2026年国补情况对比
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2026-04-28
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图3.11.中国、阿联酋、卡塔尔和印度在联合国发展体系（UNDS）主要非DAC捐助国的排名中上升
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2026-04-20
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2024-2026年家电“国补”政策变化
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政策法规
2026-03-20
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26年与25年家电国补范围对
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行业数据
2026-03-13
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图表72025年及2026年国补政策描述差异对比
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政策法规
2026-03-10
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图表5国补资金下达情况及家电补贴资金规模预测（亿元）
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市场规模
2026-03-10
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2026-07-30
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2026-07-30
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2026-07-30
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从分项构成来看，受国补政策利好最为明显的家电、家具等品类承压最为明显，家电类 10 月同比销售增速开始转负，家具销售同比增速跌落到个位数，侧面反映了国补驱动的放缓。其余项目方面，受中秋国庆双节合并以及双十一促销提前拉动，粮油食品、纺织品、化妆品、金银珠宝（得益于 10 月贵金属突破历史新高）10 月份销售额环比上升，其他方面书报杂志消费继续偏弱，文化办公用品消费增速小幅回升，日用品类消费基本维持稳定。细分端整体表现出“国补”受益消费走弱，而其他消费依然具备韧性的特征。
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