2025年纺织服装及黄金珠宝行业三季报总结:纺织制造有望筑底回升&品牌服饰承压 黄金珠宝高景气

招商证券
Nov 09

纺织制造方面,海外需求稳健,库存低位,短期产能效率低及老客户订单拖累逐步消除,订单及盈利能力有望逐步改善。品牌服饰方面,在国内消费需求相对疲软背景下业绩相对承压,仅少数拥有较强产品/渠道变化的公司能实现业绩稳步提升,重点关注品牌势头向上的公司。黄金珠宝方面,受低基数,金价上涨,产品结构升级驱动,25Q3 头部黄金饰品公司收入快速增长。受产品结构升级、一口价占比提升、店效提升、金价上涨等因素共同影响...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10