批发和零售贸易行业周报：10月社零餐饮有所修复，建议关注后续消费复苏机会

国金证券2025-11-23

（以下内容从国金证券《批发和零售贸易行业周报：10月社零餐饮有所修复，建议关注后续消费复苏机会》研报附件原文摘录）核心观点10月社零稳健增长，餐饮消费有所好转。根据统计局数据，10月社会消费品零售总额46291亿元，同比增长2.9%。按消费类型分，10月份，商品零售额41092亿元，同比增长2.8%；餐饮收入5199亿元，增长3.8%。1—10月份，商品零售额365981亿元，增长4.4%；餐饮...

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