> 数据图表如何了解以旧换新政策对消费的支撑边际减退2025-8-0以旧换新政策对消费的支撑边际减退图表：社零分项同比增速（单位：%）资料来源：Wind，光大期货研究所p 172025-062025-052025-042025-032025-022024-122024-112024-102024-092024-082024-072024-06粮油、食品类饮料类烟酒类服装鞋帽针纺织品类化妆品类金银珠宝类日用品类8.70-4.40-0.701.90-2.306.107.80家用电器和音像器材类 32.40-0.7024.4028.7013.90-7.301.004.60通讯器材类石油及制品类中西药品类文化办公用品类家具类建筑及装潢材料类汽车类14.600.1011.204.004.4021.808.0053.000.3030.5025.6033.00-7.005.801.1014.002.904.002.207.2025.307.6038.802.6033.5026.9019.90-5.709.700.7013.804.408.503.601.1010.608.8035.101.4021.5029.5028.60-1.90-0.105.5011.50-2.605.503.304.405.405.7010.902.5021.8011.7026.200.900.10-4.409.90-8.5010.40-0.300.80-1.006.3039.30-0.909.108.8014.00-2.800.800.5010.10-4.30-3.10-4.50-26.40-5.901.3022.20-2.70-5.9010.50-7.70-7.102.906.6010.10-0.90-0.108.0040.10-2.708.5039.201.4018.007.4014.40-6.60-5.803.7011.10-0.70-0.70-0.40-4.50-7.803.0020.505.4010.000.4012.30-4.40-6.600.4010.102.703.10-1.60-6.10-12.001.303.404.30-1.90-3.7014.80-0.40-6.70-7.309.906.10-0.10-5.20-6.10-10.402.10-2.405.80-2.40-1.1012.701.60-2.10-4.9010.801.705.20-1.90-14.60-3.700.30-7.604.50-8.501.102.904.60-4.40-6.20光大期货综合其他
