行情回顾：8 月A 股纺服板块走势略弱于大盘，9 月以来表现稳健，其中品牌服饰表现优于纺织制造，9 月以来分别+0.8%/+0.0%；港股纺服指数8 月上涨5.5%好于大盘，9 月以来小幅回落。重点关注公司中9 月以来涨幅领先的包括：天虹国际(6.0%)/开润股份(4.9%)/华利集团(4.7%)/波司登(4.5%)。品牌服饰观点：1）社零：7 月服装社零同比增长1.8%，增速环比轻微放缓，较上月...
Source Link行情回顾：8 月A 股纺服板块走势略弱于大盘，9 月以来表现稳健，其中品牌服饰表现优于纺织制造，9 月以来分别+0.8%/+0.0%；港股纺服指数8 月上涨5.5%好于大盘，9 月以来小幅回落。重点关注公司中9 月以来涨幅领先的包括：天虹国际(6.0%)/开润股份(4.9%)/华利集团(4.7%)/波司登(4.5%)。品牌服饰观点：1）社零：7 月服装社零同比增长1.8%，增速环比轻微放缓，较上月...
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