金吾财讯 | 纺服板块走强，361度(01361)涨6.27%，李宁(02331)涨2.47%，宝胜国际(03813)涨1.20%，裕元集团(00551)涨1.11%，特步国际(01368)涨1.01%，滔搏(06110)涨0.72%。申万宏源发布研报称，2026年1-2月，纺织服装内需消费及外需出口均超预期，当前基金重仓比例低，板块迎来低位布局窗口。纺织制造方面，周期越强，成长越强，看好上游涨价品种，关注运动制造复苏。26年有望成为服装家纺行业消费拐点之年，围绕未来消费趋势，寻找具有渗透率空间的方向。展望26H1，该行判断上游涨价、中游承压、下游分化，产业链复苏传导将逐步打通。
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