【本周专题】近期部分服饰制造公司公布2025 年6 月营收表现。1）公司层面：2025 年6 月丰泰企业/裕元集团（制造业务）/儒鸿收入同比分别-3.1%/+9.4%/-3.3%（2025H1累计同比分别-4.1%/+6.2%/+10.8%），月度数据有波动，但年初以来累计同比以稳健增长为主。2）行业层面：越南服饰出口2025 年以来同比快速增长，中国相关产品出口同比以稳健为主。我们判断...
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