2023
Feb 08
Video
惠誉聚焦中国 - 中国退出清零政策,零售消费业将震荡复苏
惠誉评级预计,随着中国去年12月份放开防疫管控措施,其零售销售增幅将在今年回升,其中线下消费和非必需品将带领复苏之路。随着越来越多人外出,餐饮和线下购物的需求或将在2023年稳步恢复。服装和化妆品等非必需品的需求也将受益于户外活动和社会交往的增加而从低基数反弹。同时,2022年个人储蓄的强劲增长或将为惠誉预期创造上行空间。
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