本期投资提示:内需在波动中复苏,外需景气度转弱。1)内需:1-8 月社零总额同比增长4.6%至32.4 万亿元,其中,纺服累计零售总额同比增长2.9%至9400 亿元。25Q1 服装复苏趋势良好,25Q2 受客流及消费意愿较低影响边际走弱,三季度以来逐渐爬升,8 月增速恢复至3.1%。预计四季度在旺季催化、促消费政策发力及节假日较多等带动下,终端销售延续改善。2)外需:8 月国内纺织业出口额同比...
Source Link本期投资提示:内需在波动中复苏,外需景气度转弱。1)内需:1-8 月社零总额同比增长4.6%至32.4 万亿元,其中,纺服累计零售总额同比增长2.9%至9400 亿元。25Q1 服装复苏趋势良好,25Q2 受客流及消费意愿较低影响边际走弱,三季度以来逐渐爬升,8 月增速恢复至3.1%。预计四季度在旺季催化、促消费政策发力及节假日较多等带动下,终端销售延续改善。2)外需:8 月国内纺织业出口额同比...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.