旺季不旺!宝成、裕元9月双降,问题不止季节性全球鞋业制造龙头宝成工业(TW:9904)与其港股上市子公司 裕元集团 (HK:551)于近期发布的2025年9月营收数据,呈现同比与环比的双降态势,引发市场对产业链复苏节奏的重新审视。在传统旺季前夕,这一走势不仅反映了短期订单波动,更揭示出全球鞋业供应链在多重宏观变量挤压下所面临的系统性挑战。注:封面与配图均为AI生成01营收表现与结构性压力裕元集团9...
Source Link旺季不旺!宝成、裕元9月双降,问题不止季节性全球鞋业制造龙头宝成工业(TW:9904)与其港股上市子公司 裕元集团 (HK:551)于近期发布的2025年9月营收数据,呈现同比与环比的双降态势,引发市场对产业链复苏节奏的重新审视。在传统旺季前夕,这一走势不仅反映了短期订单波动,更揭示出全球鞋业供应链在多重宏观变量挤压下所面临的系统性挑战。注:封面与配图均为AI生成01营收表现与结构性压力裕元集团9...
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