8月8日,国信证券发布纺织服装行业8月投资策略报告。行情回顾:A股7月纺服板块走势略弱于大盘,8月以来涨幅好于大盘,纺织制造板块表现优于品牌服饰,8月以来分别+4.5%/3.2%;港股纺服指数7-8月小幅下跌。重点关注公司中,7-8月以来,361度(29.9%)/晶苑国际(26.8%)/天虹国际(25.0%)/百隆东方(15.9%)领涨。品牌服饰观点:1)社零:6月服装社零同比增长1.9%,增速...
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