民生证券:纺织服装行业投资策略看好品牌机遇及制造弹性 内需增长与出口分化并存

财中社
10 Jun

6月10日,民生证券发布纺织服装行业2025年中期投资策略报告。板块复盘:品牌端稳健,制造端分化。2025年以来服饰销售终端消费稳步向上,纺织制造出口表现分化。2025年4月社会零售总额维稳增长,当月同比增速为5.1%,环比3月-0.8%;限额以上服装鞋帽针纺类销售额同比+2.2%,增速环比-1.4%。2024年下半年基数较低,看好2025下半年服装鞋帽品类消费总额增速表现。孟加拉和越南等服装出口...

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