纺织服装行业十二月数据观察

2021-01-22 05:03:20上传人：ha**me
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1. 市场行情回顾
1.1 十二月纺织服装板块跑输沪深 300 指数 ································ ································ ································ ·············· 3
1.2 板块个股表现 ································ ································ ································ ································ ·························· 3
2. 行业及公司动态回顾
2.1 万里马 :关于控股股东提前终止减持计划的公告 ································ ································ ································ 4
2.2 棉纱价格普遍上调 ································ ································ ································ ································ ················· 4
2.3 三夫户外 : 关于调整 2020 年非公开发行 A 股股票方案的公告 ································ ································ ······ 4
2.4 耐克第二财季预计收入实现 105.5 亿美元 ································ ································ ································ ·········· 5
2.5 GUCCI 与天猫达成战略合作将开设两家旗舰店 ································ ································ ································ ··· 5
2.6 希努尔 :关于对外转让全资子公司股权的公告 ································ ································ ································ ···· 5
2.7 社区团购九不得新规出台：不得低价倾销 ································ ································ ································ ········· 5
2.8 朗姿股份 :关于投资设立医美股权并购基金暨关联交易的公告 ································ ································ ········· 6
2.9 名创优品第一财季收入下降 30% ································ ································ ································ ························· 6
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4. 风险提示

图表 2： 12 月纺织服装板块个股涨跌幅（单位： %） ································ ································ ······ 3
图表 3中国棉花价格指数 ································ ································ ································ ··················· 7
图表 4国内外棉花价差 ································ ································ ································ ······················· 7
图表 5轻纺原材料价格走势 ································ ································ ································ ··············· 7
图表 6 中国服装进口金额及同比增速 ································ ································ ······························ 8
图表 7中国服装出口金额及同比增速 ································ ································ ······························· 8
图表 8 中国纺织品进口金额及同比增速 ································ ································ ·························· 8
图表 9中国纺织品出口金额及同比增速 ································ ································ ··························· 8
图表 10 服装鞋帽、针、纺织品类商品零售类值累计值 (亿元 ) ································ ······················ 9
图表 11 穿类实物商品网上零售额累计增长 (%) ································ ································ ··············· 9