纺织服饰行业周报：9月终端降幅收窄，仍有待消费信心恢复

⚫ ⚫ ⚫ ⚫ ⚫ ⚫   时间 社零 服装 体育娱乐 网上零售 累计同比% 当月同比% 累计同比% 当月同比% 累计同比% 当月同比% 累计同比% 资料来源：iFinD、中国银河证券研究院 纺织纱线织物及其制品 服装及衣着附件 越南纺织品和服装出口 当月同比 累计同比 当月同比 累计同比 当月同比 累计同比 2024.8 4.7 5.8 -2.3 1 16.99 7.94 资料来源：iFinD、中国银河证券研究院 2023.1 -15.24% -25.00% -12.92% 3.56% -16.45% -42.85% -11.82% 2023.2 -0.42% -5.90% -21.67% 33.53% 3.76% -27.82% -18.52% 2023.3 -22.15% -21.30% -0.95% 0.84% 9.26% -35.78% -4.32% 2023.4 -16.34% -25.40% 4.67% 8.14% -9.24% -31.49% 1.06% 2023.5 -18.11% -10.80% -22.38% -15.01% -3.13% -24.68% 7.96% 2023.6 -13.67% -24.20% -36.24% -51.92% 6.54% -33.87% -9.62% 2023.7 -8.39% -23.90% -44.62% -18.01% -20.23% -25.98% -15.44% 2023.8 -2.60% -19.80% -48.37% -63.34% 7.48% -30.91% -14.44% 2023.9 -21.72% -28.70% -36.63% -65.70% 15.38% -17.83% -18.86% 2023.10 -5.97% -17.30% -33.86% -40.07% 1.87% 26.66% -26.85% 2023.11 4.26% -9.60% -4.73% -32.96% -1.27% 8.33% -48.44% 2023.12 -1.69% -2.40% -0.93% -48.70% 31.07% 1.50% -48.19% 2024.1 16.45% 12.50% 6.46% -12.63% 15.37% 24.97% -10.51% 2024.2 -7.89% -12.20% 26.32% -64.20% 2.73% 9.03% -6.48% 2024.3 10.95% 0.20% 24.62% -60.35% 11.96% 17.92% -15.41% 2024.4 4.38% 2.50% 9.57% -34.80% 6.45% 13.12% -22.81% 2024.5 16.55% 8.30% 40.76% -11.58% 16.64% 27.82% -16.00% 2024.6 0.82% 2.90% 39.48% 8.67% -1.87% 26.68% -4.08% 2024.7 3.15% 10.20% 45.09% -9.15% 3.28% 8.60% 6.24% 2024.8 -7.98% 11.60% 66.61% 12.57% 17.24% 37.10% 7.20% 2024.9 1.26% 9.70% 26.14% 10.60% 17.53% 33.89% -9.63% 资料来源：iFinD，中国银河证券研究院 0.98 1.36 2.95 4.49 2.38 0.57 0.97 0.000.501.001.502.002.503.003.504.004.505.00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（%） -15.0-10.0-5.00.05.010.015.020.025.030.0当周涨跌幅前十（%）-60.00-40.00-20.000.0020.0040.0060.0080.000500100015002000服装类商品零售类值:当月值(亿元)服装类商品零售类值:当月同比(%)-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(亿元)服装鞋帽、针、纺织品类商品零售类值:当月同比(%) -30.00-20.00-10.000.0010.0020.0030.0040.000100002000030000400005000060000700008000090000社会消费品零售总额:当月值(亿元)社会消费品零售总额:当月同比(%) -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 原材料单位更新日期价格本周涨跌中国棉花价格指数元 吨棉花指数美分 磅指数关税元 吨化纤价格指数 粘胶短纤元 吨化纤价格指数 涤纶元 吨化纤价格指数 涤纶元 吨化纤价格指数 锦纶元 吨化纤价格指数 涤纶短纤元 吨化纤价格指数 尼龙切片元 吨东部市场指数 澳元澳分 公斤资料来源：，中国银河证券研究院 0.05,000.010,000.015,000.020,000.025,000.02018-01-032018-04-032018-07-032018-10-032019-01-032019-04-032019-07-032019-10-032020-01-032020-04-032020-07-032020-10-032021-01-032021-04-032021-07-032021-10-032022-01-032022-04-032022-07-032022-10-032023-01-032023-04-032023-07-032023-10-032024-01-032024-04-032024-07-032024-10-03中国棉花价格指数:CCIndex:3128B(元/吨)0.020.040.060.080.0100.0120.0140.0160.0180.0200.02018-01-022018-04-022018-07-022018-10-022019-01-022019-04-022019-07-022019-10-022020-01-022020-04-022020-07-022020-10-022021-01-022021-04-