A股異動丨零售板塊走強 機構稱今年社消增速將進一步向疫情前水平靠攏
格隆匯5月18日丨中興商業、徐家彙、人人樂等強勢漲停。中國銀河最新研報稱,當前國內消費市場環境和政策環境較為積極樂觀,隨着我國疫情管控效果和疫苗普及的進一步推進,本輪疫情影響程度逐步漸弱,國內經濟有望逐步恢復至前期增長軌跡;同時伴隨居民的消費信心以及國內消費市場活力穩健恢復,2022年社消增速也將進一步向疫情前水平靠攏。為了合理引導消費市場預期,結合商務部《“十四五”商務發展規劃》中的2025年國內消費市場發展規劃,我們保守預測2022年全年社消同比增速大概範圍為4.5%-5.5%。

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