纺织服饰行业周专题:制造商8月营收公布 期待核心品牌商改善带动对应订单修复

国盛证券2025-09-14

【本周专题】服饰制造公司8 月营收公布,期待后续核心品牌商经营改善带动对应订单修复。近期部分服饰制造公司公布2025 年8 月营收表现。2025 年8 月丰泰企业/裕元集团(制造业务)/儒鸿收入同比分别-3.7%/-9.7%/-9.7%(2025 年1~8 月累计同比分别-4.7%/+3.1%/+5.9%),其中丰泰月度数据环比改善,裕元、儒鸿降幅环比加大。受美国关税政策变化的影响,2025Q2 ...

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