轻工纺服行业周报:泡泡玛特POPOP珠宝品牌开业 持续关注板块催化

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01 Jul

主要观点一、行情回顾:本周(2025.06.23-2025.06.27),A 股SW 纺织服饰行业指数上涨3.92%,轻工制造行业上涨3.64%,而沪深300 上涨1.95%,上证指数上涨1.91%。纺织服装在申万31 个一级行业中涨幅排名第12 位,轻工制造在申万31 个一级行业中涨幅排名第13 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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