国信证券：纺服行业预计明年结构性突破制造企稳预期先于品牌服饰

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智通财经APP获悉，国信证券发布研报称，2025年纺服行业整体承压，品牌端表现平淡，制造端受关税影响出口前高后低。2026年预计制造端将先于品牌服饰企稳复苏，投资或聚焦于三方面，具有持续增长韧性的运动户外赛道、受益于订单回稳且具备效率优势的优质制造企业，以及能够通过产品创新与营销突破实现品牌革明的公司。国信证券主要观点如下：2025年回顾：品牌业绩承压、制造高开低走，纺服指数跑输大盘（1）行业数据...

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国信证券：纺服行业预计明年结构性突破 制造企稳预期先于品牌服饰

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国信证券：纺服行业预计明年结构性突破制造企稳预期先于品牌服饰