浙商证券：总量结构皆向好，消费复苏助去库

浙商证券分析师发布研报指出，6月规上工业企业利润总额增速转正，中下游利润占比扩大，总量和结构态势均积极向好。除上游价格回落及向下游传导外，常态化防疫新措施助力人的流动，消费场景加快回暖对下游利润改善亦有积极贡献。同时，消费需求端环比修复较强，也有助于企业消化高库存。分析认为，被动补库高点已过，主动去库阶段开启。

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