纺织服装行业2025年中期策略:五大关键词 制造修复、品牌回暖、枕头经济、新消费、耐克链

广发证券股份有...
Jul 20, 2025

2025 年初以来纺服行业回顾:从资本市场表现来看,根据,2025年初至6 月30 日,SW 纺织制造、SW 服装家纺、沪深300 的变化幅度分别为-4.49%、+2.85%、+0.03%,纺织制造跑输沪深300,服装家纺跑赢沪深300。2025 年初至6 月30 日,港股耐用消费品与服装、恒生指数累计变化幅度分别为+8.42%、+20.00%,耐用消费品与服装跑输恒生指数。根据海关总署统计,...

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