纺织服装双周报：10月服装社零同比增长8% 双十一战况出炉

国信证券股份有...11-19 00:00

行情回顾：11 月至今A 股纺服板块弱于大盘，其中品牌服饰表现好于纺织制造，主要来自前期超跌反弹；港股纺服板块优于大盘。品牌服饰观点：10 月政策利好下消费者信心提升，叠加国庆黄金周错期及双11 大促提前影响下，服装社零转正、同比增长8%（前月-0.4%）；各品牌销售流水增速也相较三季度好转。10 月电商平台运动、户外、女装行业增速较高，天猫+ 京东+ 抖音三平台销售额分别同比+32%/+86%...

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