纺织服饰行业周报：政策先行，估值修复，静待基本面拐点

⚫ ⚫ ⚫ ⚫ ⚫ ⚫   -35.0%-30.0%-25.0%-20.0%-15.0%-10.0%-5.0%0.0%5.0%2023-03-022023-04-022023-05-022023-06-022023-07-022023-08-022023-09-022023-10-022023-11-022023-12-022024-01-022024-02-022024-03-022024-04-022024-05-022024-06-022024-07-022024-08-022024-09-02沪深300纺织服饰行业 15.70 12.81 17.83 22.71 10.63 17.01 13.38 0.005.0010.0015.0020.0025.00沪深300上证指数深证成指创业板指饰品服装家纺纺织服饰周涨跌幅 -10.0-5.00.05.010.015.020.025.030.035.040.0当周涨跌幅前十（%）-60.00-40.00-20.000.0020.0040.0060.0080.000200400600800100012001400160018002000服装类商品零售类值:当月值(2月累计填充)服装类商品零售类值:当月同比(2月累计填充)-40.00-20.000.0020.0040.0060.0080.00050010001500200025003000服装鞋帽、针、纺织品类商品零售类值:当月值(2月累计填充)服装鞋帽、针、纺织品类商品零售类值:当月同比(2月累计填充) -30.00-20.00-10.000.0010.0020.0030.0040.000100002000030000400005000060000700008000090000社会消费品零售总额:当月值(2月累计填充)社会消费品零售总额:当月同比(2月累计填充) -100.00-50.000.0050.00100.00150.00200.00250.00300.00350.00050100150200250出口金额(美元计价):纺织纱线、织物及其制品:当月值:亿美元出口金额(美元计价):纺织纱线、织物及其制品:当月同比-100.000.00100.00200.00300.00400.00050100150200250出口金额(美元计价):服装及衣着附件:当月值:亿美元出口金额(美元计价):服装及衣着附件:当月同比-40.00-30.00-20.00-10.000.0010.0020.0030.0040.0050.00051015202530354045越南:商品出口额:纺织品和服装:当月值:亿美元越南:商品出口额:纺织品和服装:当月同比 0.05,000.010,000.015,000.020,000.025,000.02018-01-032018-04-032018-07-032018-10-032019-01-032019-04-032019-07-032019-10-032020-01-032020-04-032020-07-032020-10-032021-01-032021-04-032021-07-032021-10-032022-01-032022-04-032022-07-032022-10-032023-01-032023-04-032023-07-032023-10-032024-01-032024-04-032024-07-03:CCIndex:3128B(/)0.020.040.060.080.0100.0120.02018-01-022018-04-022018-07-022018-10-022019-01-022019-04-022019-07-022019-10-022020-01-022020-04-022020-07-022020-10-022021-01-022021-04-022021-07-02Cotlook:A(/)0.05,000.010,000.015,000.020,000.025,000.030,000.02018-01-022018-04-022018-07-022018-10-022019-01-022019-04-022019-07-022019-10-022020-01-022020-04-022020-07-022020-10-022021-01-022021-04-022021-07-022021-10-022022-01-022022-04-022022-07-022022-10-022023-01-022023-04-022023-07-022023-10-022024-01-022024-04-022024-07-02Cotlook:A:1%(/)0.02,000.04,000.06,000.08,000.010,000.012,000.014,000.016,000.018,000.02018-01-022018-04-022018-07-022018-10-022019-01-022019-04-022019-07-022019-10-022020-01-022020-04-022020-07-022020-10-022021-01-022021-04-022021-07-022021-10-022022-01-022022-04-022022-07-022022-10-022023-01-022023-04-022023-07-022023-10-022024-01-022024-04-022024-07-02:1.5D(/0.02,000.04,000.06,000.08,000.010,000.012,000.014,000.016,000.02018-01-022018-04-022018-07-022018-10-022019-01-022019-04-022019-07-022019-10-022020-01-022020-04-022020-07-022020-10-022021-01-022021-04-022021-07-022021-10-022022-01-022022-04-022022-07-022022-10-022023-01-022023-04-022023-07-022023-10-022024-01-022024-04-02:DTY150D(/0.02,000.04,000.06,000.08,000.010,000.012,000.014,000.02018-01-032018-04-032018-07-032018-10-032019-01-032019-04-032019-07-032019-10-032020-01-032020-04-032020-07-032020-10-032021-01-032021-04-032021-07-032021-10-032022-01-032022-04-032