内需延续复苏趋势，外需出口短期承压。1）内需：1-10 月社零总额同比增长4.3%至41.2 万亿元，其中，纺服累计零售总额同比增长3.5%至121 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，9/10 月增速恢复至4.7%/6.3%。预计四季度在旺季催化、促消费政策发力等带动下延续改善。2）外需： 10 月纺织服装出口222.6 亿美元，同比...
Source Link内需延续复苏趋势，外需出口短期承压。1）内需：1-10 月社零总额同比增长4.3%至41.2 万亿元，其中，纺服累计零售总额同比增长3.5%至121 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，9/10 月增速恢复至4.7%/6.3%。预计四季度在旺季催化、促消费政策发力等带动下延续改善。2）外需： 10 月纺织服装出口222.6 亿美元，同比...
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