户外救市、大店狂奔、下沉出海,中国服饰巨头绝地求生丨财报观察

亿邦动力
14 May

用数据揭秘,谁将沉沦,谁将逆袭。文丨陈如编辑丨董金鹏中国服饰年产量超700亿件,可供应全球人均8.75件衣服,堪称隐藏于大众眼皮底下的万亿帝国。不过如今,由于受市场预期转弱与供应链竞争的双重挤压,它正在经历一场大洗牌。2024年,中国社会消费品零售总额比上年增长3.5%,而服饰零售增长仅为0.3%,弱于社零大盘。2025年一季度,社会消费品零售总额同比增长4.6%,服饰零售同比增长3.4%;尽管...

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