兴业研究：3月轻工消费品业内需温和复苏 耐用品出口高增

今天《人民日报》头版的主要内容有：1、持续推动经济实现质的有效提升和量的合理增长（继续巩固和增强经济回升向好态势·两会之后看落实①）；2、前两月社会物流总额达55.4万亿元（新数据 新看点）物流运行延续企稳回升态势；3、赵乐际在海南调研时强调 贯彻落实十四届全国人大二次会议精神 推动人大工作高质量发展；4、二十届中央第二轮巡视完成反馈；5、今年前两月集装箱吞吐量同比增长15.3% 在宁波舟山港感受经济脉动；6、今年以来 西部陆海新通道班列运输集装箱货物超20万标准箱；7、持续抓好防沙治沙工作（今日谈）。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/586/w569h817/20240331/dba7-c9737fab8246c41d3c8cd77bbc7eb04b.jpg"]},"commentid":"live:finance-152-3555216:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2024-03-31 08:04:03","update_time":"2024-03-31 08:04:03","is_need_check":"1","check_time":"2024-03-31 08:04:05","check_status":"1","check_user":"yongsheng6@staff.sina.com.cn","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPushWB":false,"needCMSLink":true,"needCalender":false}","old_live_cid":"0","tab":"","is_repeat":"0","tag":[{"id":"1","name":"宏观"},{"id":"9","name":"焦点"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3555215,"zhibo_id":152,"type":0,"rich_text":"【兴业研究：3月轻工消费品业内需温和复苏 耐用品出口高增】1-2月社会消费品零售总额同比+5.5%，相对于12月增加2.8个百分点，国内消费呈现恢复趋势。细分行业方面，必需消费品领域，白酒节后多家酒企发布涨价函，渠道信心有所恢复，行业分化延续；休闲零食的量贩折扣渠道发展迅速；预制菜迎来行业规范利好。可选消费品领域，家电、家具、纺服内需均有所好转，耐用品出口在低基数、海外库存回落、美国地产周期向上等因素下表现较好。