
图1:本期(8.21-8.27)纺织服装行业A股涨幅前十图2:本期(8.21-8.27)纺织服装行业A股跌幅前十
10%
5%
0%
酷老
报鲁潮菜伟
0%
6.39%
5.16%
3.49%3.30%3.02%
1.88%
0.91%0.62%0.33%
0.00%
-5%
-10%
-15%
-20%
-25%
ST
飞-30%
-9.61%-10.43%-10.83%-11.36%
-12.83%
-13.76%-13.92%
-14.93%
-18.11%
-23.92%
B
特凤喜泰宏百智祥鸟基股能份
星步亚
B
*ST
股雪森达
份发
聚爱云华
杰慕中升
微股马股
纤份份
扬盛戎美泰
*ST
州泰美尔慕金柏集股雅士泉龙团份
数据来源:Wind,广发证券发展研究中心数据来源:Wind,广发证券发展研究中心
二、纺织服装行业数据跟踪
(一)全国各线城市气温数据情况
根据Wind及iFinD数据,2023年7月一线、二线、三线、四线城市当期气温高于去年同期平均气温的城市占比分别为33.33%、53.57%、57.96%、66.67%。
一线城市 二线城市 三线城市 四线城市
2013Q1 100.00% 83.87% 90.86% 88.24%
2013Q2 0.00% 45.16% 40.32% 23.53%
2013Q3 50.00% 70.97% 78.49% 41.18%
2013Q4 50.00% 70.97% 80.65% 23.53%
2014Q1 50.00% 35.48% 44.09% 17.65%
2014Q2 100.00% 51.61% 44.09% 58.82%
2014Q3 50.00% 38.71% 27.42% 70.59%
2014Q4 75.00% 54.84% 61.29% 76.47%
2015Q1 75.00% 45.16% 40.86% 64.71%
2015Q2 75.00% 45.16% 44.09% 88.24%
2015Q3 25.00% 51.61% 46.24% 70.59%
2015Q4 75.00% 58.06% 55.91% 76.47%
2016Q1 25.00% 25.81% 22.58% 23.53%
2016Q2 50.00% 54.84% 53.23% 23.53%
2016Q3 50.00% 87.10% 93.01% 41.18%
2016Q4 100.00% 74.19% 79.03% 47.06%
2017Q1 100.00% 80.65% 83.33% 82.35%
2017Q2 50.00% 38.71% 35.48% 23.53%