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日本消费行业8月跟踪报告:消费者信心反弹,饮料板块“旺季不旺”

[Table_Title] 研究报告 Research Report 29 Sep 2025 日本必需消费可选消费 Japan Staples Discretionary 日本消费行业 8 月跟踪报告:消费者信心反弹,饮料板块"旺季不旺" Consumer confidence rebounded, while beverages saw a sluggish peak season amid extreme high temperatures | 芮雯 Raven Rui | 闻宏伟 Hongwei Wen | Qiao Xu | 季屏子 Pingzi Ji | | --- | --- | --- | --- | | raven.w.rui@htisec.com | hongwei.wen@htisec.com | qiao.xu@htisec.com | pz.ji@htisec.com | [Table_summary] (Please see APPENDIX 1 for English summary) 宏观:通胀压力缓解,消费者信心反弹。8 月日本消费者信心指数回升至 34.9,高于 7 月的 3 ...