纺织服装行业2026年度投资策略:优选全球供应链龙头,把握品牌结构性机遇展望2026年,倘若全球纺服零售需求好转,服饰品牌有望进入被动补库阶段。此外,全球运动品牌龙头Nike正处于经营转折的关键期,若复苏趋势确定性增强,与龙头品牌深度绑定的制造厂商有望实现订单与估值修复。建议关注申洲国际、华利集团、裕元集团、伟星股份等。品牌端,我们看好结构性需求变化带来的高景气方向。建议关注多品牌垂直布局的...
Source Link纺织服装行业2026年度投资策略:优选全球供应链龙头,把握品牌结构性机遇展望2026年,倘若全球纺服零售需求好转,服饰品牌有望进入被动补库阶段。此外,全球运动品牌龙头Nike正处于经营转折的关键期,若复苏趋势确定性增强,与龙头品牌深度绑定的制造厂商有望实现订单与估值修复。建议关注申洲国际、华利集团、裕元集团、伟星股份等。品牌端,我们看好结构性需求变化带来的高景气方向。建议关注多品牌垂直布局的...
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