(以下内容从国金证券《2025可选-纺服&美护行业中期策略:拥抱美护破局者、重视服饰新变革》研报附件原文摘录)筛选·赛道选择框架:景气度?格局变化高景气度、格局变化剧烈,易涌现高成长性新龙头赛道→黄金珠宝:金价稳定依托、下半年基数走低,消费者代际切换、需求重构,向年轻化、时尚化转移,为差异化、年轻化新兴公司带来重塑格局机会,同时伴随着从龙头扩散至板块的机会。景气度平稳,格局变化剧烈,关注求新求变...
Source Link(以下内容从国金证券《2025可选-纺服&美护行业中期策略:拥抱美护破局者、重视服饰新变革》研报附件原文摘录)筛选·赛道选择框架:景气度?格局变化高景气度、格局变化剧烈,易涌现高成长性新龙头赛道→黄金珠宝:金价稳定依托、下半年基数走低,消费者代际切换、需求重构,向年轻化、时尚化转移,为差异化、年轻化新兴公司带来重塑格局机会,同时伴随着从龙头扩散至板块的机会。景气度平稳,格局变化剧烈,关注求新求变...
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