【报告导读】1.2025年6月发布社零数据，服装销售环比降速。2.国产体育服饰龙头发布Q2流水，Q2环比降速，户外新消费维持高成长性。3.核心本周行情回顾。4.原材料方面，本周棉价上涨。核心观点2025年6月发布社零数据，服装销售环比降速：本周国家统计局发布6月社零数据，6月当月社零总额42287亿元，同比增长4.8%。其中服装6月当月零售总额1275亿元，同比增长1.9%，环比5月增速下降2.1...
Source Link【报告导读】1.2025年6月发布社零数据，服装销售环比降速。2.国产体育服饰龙头发布Q2流水，Q2环比降速，户外新消费维持高成长性。3.核心本周行情回顾。4.原材料方面，本周棉价上涨。核心观点2025年6月发布社零数据，服装销售环比降速：本周国家统计局发布6月社零数据，6月当月社零总额42287亿元，同比增长4.8%。其中服装6月当月零售总额1275亿元，同比增长1.9%，环比5月增速下降2.1...
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