行情回顾:1 月A 股纺服板块下行1.9%,表现好于大盘,港股纺服板块涨幅优于大盘。A 股和港股重点关注企业中海澜之家涨幅超过15%,安踏、特步、晶苑国际、九兴控股涨幅均超过5%。2 月至今A 股纺服指数上涨0.3%,其中纺织制造涨幅好于品牌服饰;港股纺服指数上涨2.8%。品牌服饰观点:2025 年1 月品牌服饰销售受春节时间错期、春节前旺季拉动,同比增速相对较好,但春节期间销售相较去年春节增速...
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