英文【高盛】探索中国互联网：电子商务追踪：5月在线零售强劲，由于618节日前置及以旧换新计划的发展，6月可能较为疲软

报告摘要

17 June 2025 | 1:58AM HKT Navigating China Internet: eCommerce tracker Strong May online retail and a likely softer June on front

核心要点

17 June 2025 | 1:58AM HKT

报告信息

文件全名: 《英文【高盛】探索中国互联网：电子商务追踪：5月在线零售强劲，由于618节日前置及以旧换新计划的发展，6月可能较为疲软-21页.pdf》
适合读者: 战略规划行业研究员
核心数据: May online retail goods GMV accelerated to +8% yoy growth (from +6% yoy in
appliances/mobile devices grew 53%/33% yoy) and front-loading effect of 618
unchanged at 6%. Overall retail sales came above-expected at +6.4% yoy in May
(GS: +5.1% yoy; consensus: +4.9% yoy), vs. +5.1% yoy in April driven by strong
month-to-date from May. We now forecast June online GMV of 3% yoy (GSe:
核心议题: 零售

常见问题

《英文【高盛】探索中国互联网：电子商务追踪：5月在线零售强劲，由于618节日前置及以旧换新计划的发展，6月可能较为疲软》主要包含哪些内容?

17 June 2025 | 1:58AM HKT Navigating China Internet: eCommerce tracker Strong May online retail and a likely softer June on front核心数据:May online retail goods GMV accelerated to +8% yoy growth (from +6% yoy in;appliances/mobile devices grew 53%/33% yoy) and front-loading effect of 618;unchanged at 6%. Overall retail sales came above-expected at +6.4% yoy in May。

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覆盖 2025 年,全文约 21。

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适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了零售等议题。