纺织服装行业周报:寒潮催化下看好波司登 NIKE修复看好运动制造

申万宏源研究
Dec 14, 2025

本期投资提示:本周纺织服饰板块表现弱于市场。12 月8 日~12 月12 日,SW 纺织服饰指数下跌2.6%,跑输SW 全A 指数2.8pct。其中,SW 服装家纺指数下跌2.7%,跑输SW 全A指数3.0pct;SW 纺织制造指数下跌2.2%,跑输SW 全A 指数2.5pct。近期行业数据:1)社零:1-10 月全国服装鞋帽、针纺织品类零售总额12053 亿元,同比增长3.5%。2)出口:11 ...

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