纺织服装行业:看好运动服饰消费K型分化下的投资机会

东方证券
17 Jul

相比其他纺织服饰,虽然Q2 增速也有所放缓,但运动服饰的消费景气度在服饰中相对仍更强。最近出炉的全国社零数据显示,6 月限额以上服装、鞋帽、针纺织品类的社零增速为1.9%,上半年整体同比增速为3.1%。与此对比,本周4 家港股运动品牌(安踏、李宁、特步和361 度)陆续公布的二季度及上半年的流水数据显示,二季度各公司主品牌流水增速基本在低单至10%之间的增长,相比各自的一季度增速虽有所放缓,但整个...

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