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纺织服装行业11月投资策略暨三季报总结：把握纺织制造经营拐点，继续看好景气品牌-20231107-国信证券

品牌服饰：9月服装社零同比2022/2019年增10%/13%，均环比7-8月加速。10月A股大盘小幅下行，A股品牌服饰指数跌幅小于大盘，10月中上旬受大盘影响出现回调，三季报后在业绩催化下股价走强，展望四季度，品牌服饰有望在四季度迎来高速增长弹性，重点关注三季报业绩预期稳健和全年业绩展望乐观的男装品牌、中长期高景气度+估值见底运动品牌、以及经营稳健高股息家纺品牌等。纺织制造：海外去库存进入尾声

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