华泰证券：4月服装线上销售同比提速未来两季收入增速及利润率恢复弹性大

智通财经2023-05-15

智通财经APP获悉，华泰证券发布研究报告称，4月淘系平台销售额同比增长明显，且增速环比3月加快。随着终端需求进一步回暖及夏季新品上市，预计5-6月份整体零售流水增速将取得更显著反弹。此外，行业库存峰值已过，产品上新及品牌营销常态化，未来两季在低基数影响下收入增速及利润率恢复弹性大，有望催化估值。该行认为当前港股运动服饰板块估值已有较高安全边际;而A股休闲服饰龙头则聚焦净利润层面改善，随着行业景气度...

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href=http://www.zhitongcaijing.com/content/detail/930302.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，华泰证券发布研究报告称，4月淘系平台销售额同比增长明显，且增速环比3月加快。随着终端需求进一步回暖及夏季新品上市，预计5-6月份整体零售流水增速将取得更显著反弹。此外，行业库存峰值已过，产品上新及品牌营销常态化，未来两季在低基数影响下收入增速及利润率恢复弹性大，有望催化估值。该行认为当前港股运动服饰板块估值已有较高安全边际;而A股休闲服饰龙头则聚焦净利润层面改善，随着行业景气度...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/930302.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0048580855.USD","symbol_name":"富达大中华区A","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/930302.html","article_id":"2335560688","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2335560688","pubTimestamp":1684135816,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，华泰证券发布研究报告称，4月淘系平台销售额同比增长明显，且增速环比3月加快。随着终端需求进一步回暖及夏季新品上市，预计5-6月份整体零售流水增速将取得更显著反弹。此外，行业库存峰值","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601688":"华泰证券","LU0048580855.USD":"富达大中华区A","BK1512":"体育用品","BK0183":"MSCI概念","BK0012":"证金概念","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU1102505762.USD":"富达新兴市场焦点 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华泰证券：4月服装线上销售同比提速 未来两季收入增速及利润率恢复弹性大

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华泰证券：4月服装线上销售同比提速未来两季收入增速及利润率恢复弹性大