运动板块：国潮趋势延续，国货品牌增势强劲。化妆品板块：国内品牌表现更好，润百颜、佰草集、相宜本草和百雀羚增速超 70%。童装板块：板块表现平淡，好孩子和安奈儿表现承压。珠宝板块：周六福增速最快，周大生表现承压。家纺板块：表现分化，水星和罗莱表现更好。羽绒服板块：整体表现平稳，雪中飞淡季增速强劲。

抖音：新兴流量池诞生，抖音电商快速爆发。定位于“兴趣电商”，抖音电商未来发展空间广阔。服装类商品最契合抖音电商特点，其中女装销量最高。锦泓集团抓住抖音电商机遇，成功实现突围。锦泓集团凭借旗下 TEENIE WEENIE 品牌抢抓抖音的新风口，不 断加大线上销售占比，成功转为危机、业绩实现逆势增长。

分品类看：FY2021 公司运动装、户外装、职业装及其他品类实现收入 41.61/41.28/9.46/0.04 亿美元，同比变动-15.42%/-11.12%/+6.69%/-87.89%。（2）分品牌看：FY2021 公司四大品牌 Vans、The North Face、Timberland、Dickies 分别实现收入 34.66/24.57/15.13/7.02 亿美元

订单充足、消费景气，布局绩优企业。4 月多家港/A 股公司披露年报， 多数重点公司恢复情况良好，业绩超预期。在我国良好的疫情管控下， 行业供需两旺，5 月节日消费旺季利好，供应企业订单充足，2021 年基 本面景气度将进一步提高。3 月末事件使得消费者对国产品牌好感度提 升，进一步加强品牌力突出的国货发展机遇。

随着新疆棉事件的发酵，加速了国产品牌走入大众视野的 脚步，同时，各品牌也加强了对电商渠道的重视和运营，电商渠道占 全渠道销售额的比重逐渐增加，成为了各品牌去库存化、促进销量增 长的重要渠道。随着一季报和年报的公布，国产品牌呈现良好增长态 势，行业景气度提升。1）品牌服饰：国产品牌加速进入大众视野，认 可度提高，推荐太平鸟、海澜之家、比音勒芬等；2）家纺：市场份额 有望向头部集中，推荐富安娜、罗莱生活等。

裕元：全球最大国际品牌运动鞋履制造商。运动鞋履市场增长强劲，行业集中度持续提升。成长启示：研发+数字化+一体化，稳固龙头地位 公司针对主要品牌客户，成立独立的产品研发中心，为客户提供定制化产 品服务，提高服务附加值，确保客户多元化。

The report covers the detailed analysis of the trends, future estimations, and a thorough study of the global baby diapers market on the basis of product type, size, age group and distribution channel. It analyzes government regulations, policies, and patents to provide information on the current market trends and suggests future growth opportunities globally. Furthermore, the study highlights Porter’s five forces analysis to determine the factors affecting the market growth. These factors include raw material prices, intense competition, end users, manufacturers, and suppliers. To understand the market, drivers, restraints, and opportunities are explained in the report. Furthermore, it includes revenue generated by the baby diapers market from the sales of diapers across North America, Europe, Asia-Pacific, and LAMEA.

The report covers the detailed analysis of the trends, future estimations, and a thorough study of the global face mask market on the basis of type, material, nature, and distribution channel. It analyzes government regulations, policies, and patents to provide information on the current market trends and suggests future growth opportunities globally. Furthermore, the study highlights Porter’s five forces analysis to determine the factors affecting the market growth. These factors include raw material prices, intense competition, end users, manufacturers, and suppliers. To understand the market, drivers, restraints, and opportunities are explained in the report. Furthermore, it includes the revenue generated from the sales of face mask across North America, Europe, Asia-Pacific, and LAMEA.