纺织服装行业周报:特步、361度发布Q3运营数据 运动板块仍有韧性

申万宏源研究
Oct 19, 2025

本期投资提示:本周纺织服饰板块表现强于市场。10 月13 日~10 月17 日,SW 纺织服饰指数下滑0.3%,跑赢SW 全A 指数3.3pct。其中,SW 服装家纺指数增长0.4%,跑赢SW 全A 指数4.0pct;SW 纺织制造指数下滑2.7%,跑赢SW 全A 指数0.8pct。近期行业数据:1)社零:1-8 月全国服装鞋帽、针纺织品类零售总额9400 亿元,同比增长2.9%。2)出口:9 月...

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