轻工纺服行业周报:5月黄金社零同比+22% 持续关注板块催化

上海证券
24 Jun

主要观点一、行情回顾:本周(2025.06.16-2025.06.20),A 股SW 纺织服饰行业指数下降5.12%,轻工制造行业下降3.06%,而沪深300 下降0.45%,上证指数下降0.51%。纺织服装在申万31 个一级行业中涨幅排名第30 位,轻工制造在申万31 个一级行业中涨幅排名第25 位。二、核心逻辑:1)轻工行业:①我们认为潮玩谷子行业需求快速增长,Z 世代引领新消费趋势,盲盒等...

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