纺织服装行业周报:滔搏FY26Q3运营稳健 期待NIKE复苏带动产业链

申万宏源研究
Dec 28, 2025

本周纺织服饰板块表现弱于市场。12 月22 日~12 月26 日,SW 纺织服饰指数上涨0.6%,跑输SW 全A 指数2.2pct。其中,SW 服装家纺指数下跌0.5%,跑输SW 全A指数3.3pct;SW 纺织制造指数上涨2.9%,与SW 全A 指数持平。近期行业数据:1)社零:1-11 月全国服装鞋帽、针纺织品类零售总额13597 亿元,同比增长3.5%。2)出口:11 月我国纺织服装出口额...

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