纺织服装珠宝2026年展望:产品和渠道创新带动增长

中金公司
Nov 06, 2025

在2026 年行业平稳发展的情况下,产品的创新和渠道的创新对服装品牌的增长将会起到至关重要的作用。在2026 年行业整体增长平稳,但线下渠道流量分化加剧、行业产品供过于求的背景下:(1)我们看好以产品创新为基石、依托大店向消费者全面展示品牌形象,持续打造现象级大店的优秀服装品牌;(2)看好依靠产品创新重塑品牌形象的黄金珠宝品牌,以及依靠产品和渠道的改变重新回到增长轨迹的名创优品;(3)产品创新能力...

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