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�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% 2024.73.15%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% 2024.91.26%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 周涨跌幅（%） 4.49 2.95 2.38 1.36 0.98 0.97 0.57 5.00 4.50 4.00 3.50 3.00 2.50 2.00 1.50 1.00 0.50 0.00 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 当周涨跌幅前十（%） 30.0 25.0 20.0 15.0 10.0 5.0 0.0 -5.0 -10.0 -15.0 2000 1500 1000 500 0 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(%) 80.00 60.00 40.00 20.00 0.00 -20.00 -40.00 -60.00 3000 2500 2000 1500 1000 500 0 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(%) 80.00 60.00 40.00 20.00 0.00 -20.00 -40.00 90000 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(%) 40.00 80000 30.00 70000 60000 20.00 50000 10.00 40000 0.00 30000 20000 -10.00 10000 -20.00 0-30.00 250 200 150 100 50 0 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 350.00 300.00 250.00 200.00 150.00 100.00 50.00 0.00 -50.00 -100.00 250 200 150 100 50 0 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 400.00 300.00 200.00 100.00 0.00 -100.00 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 4550.00 4040.00 3530.00 3020.00 2510.00 200.00 15-10.00 10-20.00 5-30.00 0-40.00 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 10,000.0 5,000.0 16,000.0 14,000.0 12,000.0 10,000.0 8,000.0 6,000.0 4,000.0 2,000.0 0.0 2018-01-02 2018-04-02 2018-07-02 2018-10-02 2019-01-02 2019-04-02 2019-07-02 2019-10-02 2020-01-02 2020-04-02 2020-07-02 2020-10-02 2021-01-02 2021-04-02 2021-07-02 2021-10-02 2022-01-02 2022-04-02 2022-07-02 2022-10-02 2023-01-02 2023-04-02 2023-07-02 2023-10-02 2024-01-02 2024-04-02 0.0 2018-01-02 2018-04-02 2018-07-02 2018-10-02 2019-01-02 化纤价格指数:涤纶DTY150D(元/吨） 2019-04-02 2019-07-02 2019-10-02 2020-01-02 2020-04-02 2020-07-02 2020-10-02 2021-01-02 2021-04-02 2021-07-02 2021-10-02 2022-01-02 2022-04-02 2022-07-02 2022-10-02 2023-01-02 2023-04-02 2023-07-02 2023-10-02 2024-01-02 2024-04-02 2024-07-02 2024-10-02 2018-01-03 25,000.0 20,000.0 15,000.0 10,000.0 5,000.0 0.0 30,000.0 25,000.0 20,000.0 15,000.0 2018-04-03 2018-07-03 2018-10-03 2019-01-03 中国棉花价格指数:CCIndex:3128B(元/吨) 2019-04-03 2019-07-03 2019-10-03 Cotlook:A指数:1%关税(元/吨) 2020-01-03 2020-04-03 2020-07-03 2020-10-03 2021-01-03 2021-04-03 2021-07-03 2021-10-03 2022-01-03 2022-04-03 2022-07-03 2022-10-03 2023-01-03 2023-04-03 2023-07-03 2023-10-03 2024-01-03 2024-04-03 2024-07-03 2024-10-03 200.0 180.0 160.0 140.0 120.0 100.0 80.0 60.0 40.0 20.0 0.0 14,000.0 12,000.0 10,000.0 8,000.0 6,000.0 4,000.0 2,000.0 0.0 2018-01-03 2018-04-03 2018-07-03 2018-10-03 2019-01-03 2019-04-03 2019-07-03 2019-10-03 2020-01-03 2020-04-03 2020-07-03 2020-10-03 2021-01-03 2021-04-03 2021-07-03 2021-10-03 2022-01-03 2022-04-03 2022-07-03 2022-10-03 2023-01-03 2023-04-03 2023-07-03 2023-10-03 2024-01-03 2024-04-03 2018-01-02 2018-04-02 2018-07-02 2018-10-02 2019-01-02 化纤价格指数:涤纶POY150DD(元/吨） 2019-04-02 2019-07-02 2019-10-02 2020-01-02 2020-04-02 2020-07-02 2020-10-02 2021-01-02 2021-04-02 2021-07-02 2021-10-02 2022-01-02 2022-04-02 2022-07-02 2022-10-02 2023-01-02 2023-04-02 2023-07-02 2023-10-02 2024-01-02 2024-04-02 2024-07-02 2024-10-02 2018-01-02 18,000.0 16,000.0 14,000.0 12,000.0 10,000.0 8,000.0 6,000.0 4,000.0 2,000.0 0.0 2018-04-02 2018-07-02 2018-10-02 2019-01-02 2019-04-02 化纤价格指数:粘胶短纤1.5D(元/吨） 2019-07-02 2019-10-02 2020-01-02 Cotlook:A指数(美分/磅) 2020-04-02 2020-07-02 2020-10-02 2021-01-02 2021-04-02 2021-07-02 2021-10-02 2022-01-02 2022-04-02 2022-07-02 2022-10-02 2023-01-02 2023-04-02 2023-07-02 2023-10-02 2024-01-02 2024-04-02 2024-07-02 2024-10-02 2,000.0 1,500.0 1,000.0 500.0 0.0 2018-01-19 2018-04-19 2018-07-19 2018-10-19 2019-01