核心观点11 月服装线上稳健增长，关注降温下龙头服企动销。本周久谦线上数据披露，11 月服装配饰板块线上同比增长9.1%，增速环比10 月有所提升，从天气角度来看，根据气象局报告，11 月平均气温为4.2%，较常年平均高0.9℃，同比去年低0.9℃，在气温同比更低的背景下板块销售实现稳健增长。分版块来看，户外增速依然领跑行业，户外品牌迪桑特、可隆、昂跑同比增长32.8%/32.4%/21.4%，...
Source Link核心观点11 月服装线上稳健增长，关注降温下龙头服企动销。本周久谦线上数据披露，11 月服装配饰板块线上同比增长9.1%，增速环比10 月有所提升，从天气角度来看，根据气象局报告，11 月平均气温为4.2%，较常年平均高0.9℃，同比去年低0.9℃，在气温同比更低的背景下板块销售实现稳健增长。分版块来看，户外增速依然领跑行业，户外品牌迪桑特、可隆、昂跑同比增长32.8%/32.4%/21.4%，...
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