新华财经新加坡12月6日电（记者刘春涛） 新加坡统计局5日发布的数据显示，受手表、珠宝和休闲用 品销售强劲增长的推动，2025年10月新加坡零售销售额同比增长4.5%，增速较9月的2.7%有所加快，这 也是新加坡零售销售连续第八个月实现同比增长。 与此同时，部分领域销售出现下滑。加油站销售额同比下降17.4%，食品与酒精饮料销售额同比下降 2.5%。 网络销售方面，10月在线零售销售额占零售销售总额的14.5%，略低于9月的15.0%。 （文章来源：新华财经） 数据显示，10月新加坡零售销售总额约为44亿新加坡元（约合34亿美元）。若剔除汽车销售，10月零售 销售额同比增长3.7%，高于9月1.8%的增幅。 经季节性调整后，10月零售销售额环比增长2.3%；剔除汽车销售后，环比增长2.9%。 在零售业的14个类别中，多数在10月录得同比增长。其中，手表和珠宝行业销售额同比大涨25.0%，涨 幅居首，主要由珠宝销售带动；休闲用品行业销售额同比增长20.4%；汽车销售额同比增长9.7%。 ...

每经AI快讯，12月6日，越南11月零售销售同比增长7.1%，前值7.2%。 ...

Core Insights - Hong Kong's retail sales in October increased by 6.9% year-on-year to HKD 35.2 billion, surpassing Morgan Stanley's and market expectations, driven by durable goods, online sales, and inbound tourist traffic [1] Retail Sales Performance - Online sales reached HKD 5.2 billion, showing a year-on-year growth of 27% and a quarter-on-quarter increase of 32%, with online sales accounting for a record 14.6% of total sales [1] - Strong performance was noted in luxury goods and electrical products during October [1] Company Implications - The data is favorable for companies such as Wharf Real Estate Investment (01997) and Hysan Development (00014), which saw respective stock price increases of 10% and 21% over the past three months [1] - Retail stocks like Link REIT (00823), Hysan Development, and Wharf Real Estate Investment are highlighted for their high dividend yield advantage, suggesting potential upward price movement if retail sales continue to improve [1] Future Outlook - Morgan Stanley anticipates a 5% year-on-year growth in retail sales for November, driven by improved consumer confidence and promotional activities during shopping festivals [1]

Group 1 - Hong Kong's retail sales in October increased by 6.9% year-on-year to HKD 35.2 billion, surpassing Morgan Stanley's and market expectations, driven by durable goods, online sales, and inbound tourist traffic [1] - Online sales reached HKD 5.2 billion, showing a year-on-year growth of 27% and a month-on-month growth of 32%, with online sales accounting for a record 14.6% of total sales [1] - Strong performance was noted in luxury goods and electrical products in October, indicating potential upward movement for retail stocks such as Link REIT, Hysan Development, and Wharf Real Estate Investment [1] Group 2 - Morgan Stanley expects retail sales in November to grow by 5% year-on-year, supported by improved consumer confidence and promotional activities during shopping festivals [1]

摩根士丹利发表研报指，香港10月零售销售额按年增长6.9%至352亿港元，胜该行及市场预测，主要受 耐用品、在线销售及访港人流带动。其中，在线销售额达52亿港元，按年增长27%，按月增长32%；在 线销售占总销售额的比例，达到创纪录的14.6%。 大摩预期11月零售销售按年增长5%，主要得益于消费者信心的改善及购物节促销活动带动。 大摩指，上述数据对九龙仓置业、希慎兴业有利，它们过去三个月分别增长10%、21%。零售类股如领 展、希慎兴业及九龙仓置业具高息率优势，若零售销售持续向好，股价或有上行空间。 ...

Core Insights - The U.S. Department of Commerce reported a 0.2% month-over-month increase in retail sales for September [1] Group 1 - The retail sales data indicates a slight growth in consumer spending, which may reflect consumer confidence and economic stability [1]

Core Insights - UK retail sales in October increased by 0.2% year-on-year, falling short of the expected growth of 1.5% [1] Group 1 - The actual year-on-year growth rate of UK retail sales for October was 0.2% [1] - The forecasted growth rate for the same period was 1.5%, indicating a significant deviation from expectations [1]

Group 1 - Morgan Stanley reports that Hong Kong's retail sales increased by 5.9% year-on-year to HKD 31.3 billion in September, surpassing the bank's forecast of 2% growth and the market consensus of 2.6% [1] - The recent positive growth may indicate that the market is bottoming out [1] - For October, Morgan Stanley predicts a 4% year-on-year increase in retail sales, primarily driven by an increase in visitor numbers during the 8-day National Day Golden Week holiday, although this is partially offset by more public holidays leading to increased travel [1] Group 2 - Morgan Stanley has revised its full-year forecast for retail sales to a decline of 2% year-on-year, an improvement from the previous expectation of a 5% decline [1] - Retail rental stocks such as Wharf Real Estate Investment and Hysan Development may benefit from this trend, with dividend yields ranging from 1.7% to 2.7%, which is higher than the yield on 10-year U.S. Treasury bonds [1]

Group 1 - Canada's retail sales increased by 1% month-on-month in August, surpassing the expected growth of 1% [1]

Group 1 - Prada Group reported a net revenue of €4.07 billion for the nine months ending September 30, 2025, representing an 8.9% increase compared to the same period in 2024. Currency fluctuations reduced growth by 2.6%, resulting in a reported growth of 6.3% [1] - Retail sales net revenue increased by 9.3% during the period, driven by year-on-year and full-price sales, with all regions showing growth. As of September 30, 2025, retail sales net revenue accounted for 89.6% of total net revenue [1] - Wholesale channel sales increased by 4.4% compared to 2024, primarily driven by the duty-free channel, aligning with the group's ongoing selective strategy towards independent wholesalers [1] Group 2 - Licensing income increased by 11.4% compared to 2024, driven by contributions from eyewear and cosmetics [1] - Retail sales net revenue in the Asia-Pacific region achieved double-digit growth (+10.4%), with improved trends in mainland China during the quarter [1] - Retail sales net revenue in Europe showed strong performance (+6.3%), remaining stable from the second quarter, with local demand continuing to improve despite a weakening tourism sector [1] Group 3 - Retail sales net revenue in the Americas increased by 14.8%, with accelerating growth in the third quarter, indicating good progress [1] - In Japan, retail sales net revenue increased by 2.6% due to robust local demand and growth in tourism, showing improvement in the third quarter [2] - The Middle East's retail sales net revenue demonstrated steady performance (+21.1%), recording moderate growth in the third quarter compared to a high base [2]