(资料图片仅供参考)
证券时报e公司讯，西南证券发布纺服行业2023年中期投资策略称，运动服饰板块低谷已过，行业持续改善。从2023年一季度各运动品牌流水数据来看，流水增速均已转正并实现稳健增长，去库存带来库销比改善，预计流水保持恢复趋势。考虑到2022年二季度低基数，预计2023年二季度运动服饰增速继续向上，折扣率回升，行业集中度持续提高。纺织制造板块下游库存拐点将近，盈利能力有望改善。随着下游库存去化渐入尾声，2023年下半年纺织制造企业订单需求有望迎来拐点。部分在产能、交货期、研发设计等方面优势稳固的纺织制造龙头市占率有望进一步提升。
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-04
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-03
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-02
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-07-01
2023-06-30
2023-06-30
2023-06-30
2023-06-30
2023-06-30
2023-06-30
2023-06-30
2023-06-30
2023-06-30
2023-06-30