安踏、裕元集团:上月代工收入增长显著

和讯网
12 Dec 2024

【12 月 12 日,麦格理称在其研究覆盖的 9 间体育用品代工商中,鞋类及服装代工上月收入有变化。】麦格理表示,在该行研究覆盖的 9 间体育用品代工商中,鞋类代工上月收入按年升 15%,服装代工上月收入按年升 10%。 在中国本土体育品牌中,该行偏好安踏,在代工商中偏好估值不昂贵的裕元集团,其次为申洲,评级均为“跑赢大市”。 裕元上月制造销售按年增长 17%,较 10 月的 21.3%放缓,但...

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