welder's leather aprons Manufacture of work wear Manufacture of other outerwear made of woven, knitted or crocheted fabric, non-wovens etc. for men, women and children: Coats, suits, ensembles, jackets, trousers, skirts etc. Manufacture of underwear and nightwear made of woven, knitted or crocheted fabric, lace etc. for men, women and children: Shirts, T-shirts, underpants, briefs, pyjamas, nightdresses, dressing gowns, blouses, slips, brassieres, corsets etc. Manufacture of babies' garments, tracksuits, ski suits, swimwear etc.

This data equals output data for the following ISIC Rev. 4 code: 1312 Weaving of Textiles This class includes: Manufacture of broad woven cotton-type, woollen-type, worsted-type or silk-type fabrics, including from mixtures or artificial or synthetic yarns Manufacture of other broad woven fabrics, using flax, ramie, hemp, jute, bast fibres and special yarns Manufacture of woven pile or chenille fabrics, terry towelling, gauze etc. Manufacture of woven fabrics of glass fibres Manufacture of woven fabrics of carbon and aramid threads Manufacture of imitation fur by weaving

This data equals output data for the following ISIC Rev. 4 code: 1393 Manufacture of Carpets and Rugs This class includes: Manufacture of textile floor coverings: Carpets, rugs and mats, tiles Manufacture of needle-loom felt floor coverings This class excludes: Manufacture of mats and matting of plaiting materials, see ISIC Code - 1629 Manufacture of floor coverings of cork, see ISIC Code - 1629 Manufacture of resilient floor coverings, such as vinyl, linoleum, see ISIC Code - 2220 The data is given at producers' prices.

Industrial workwear refers to any clothing that a person might wear at work and also on the street. It consists of coveralls, overalls, bibs, hoodies, vests, t-shirts, shirts, trousers, helmets, hats, shoes, boots, shoe covers, gloves, and many others. Moreover, workwear is an essential element of the overall worker safety control strategy, primarily in construction, chemical, mining, oil & gas, healthcare, and other industries. The global market for industrial workwear is wide, with multiple players delivering a diverse range of products.

2022年1-12月，天猫服饰鞋靴市场累计销售额4929.6亿元，同比下滑13.8%，21年末几大行业裁员、22年初各地疫情反复、居民消费水平严重不足，导致市场明显下滑。22年618，受国家消费券政策和商家大力营销投放刺激，表现稍好，但消费潜力被进一步透支，618后市场继续保持下滑态势。细分类目来看，女装、男装等主流产品市场下滑严重。受疫情影响，出行受限，更多人选择在城市或近郊开拓户外运动，近一年来看，户外服饰、户外鞋靴增长明显，销售额同比增长幅度均超过20%。

2022年1-12月，天猫服饰鞋靴市场累计销售额4929.6亿元，同比下滑13.8%，21年末几大行业裁员、22年初各地疫情反复、居民消费水平严重不足，导致市场明显下滑。22年618，受国家消费券政策和商家大力营销投放刺激，表现稍好，但消费潜力被进一步透支，618后市场继续保持下滑态势。细分类目来看，女装、男装等主流产品市场下滑严重。受疫情影响，出行受限，更多人选择在城市或近郊开拓户外运动，近一年来看，户外服饰、户外鞋靴增长明显，销售额同比增长幅度均超过20%。

运动休闲鞋服赛道中，国外知名运动服饰品牌影响力较大。得益于消费者消费观念的改变，2023MAT中，专注较中高价位市场的头部国际品牌销售额少幅上涨，而国内品牌均遭遇销售下滑，各头部品牌销售均价有所提升。TOP3国外品牌分别是耐克，阿迪达斯和斐乐，线上销售额近165亿元；而TOP3国内品牌李宁，安踏和特步，2023MAT销售额达140亿元，相较国外品牌，销售均价维持在100-300元左右的中低端价位。

2022 年和2023Q1 纺织制造业绩承压，服装家纺业绩趋暖。2021/2022/2023Q1，纺织服装行业营收分别变动+12.4%/-4.9%/-2.5%。其中纺织制造板块分别变动+19.0%/+0.5%/-3.7%，服装家纺板块分别变动+8.6%/-8.3%/-1.8%。上游纺织制造板块，主要系2022 年三季度以来受海外需求疲软、下游品牌库存增加从而谨慎下单的影响；下游服装家纺板块，主要系二季度以来受外部环境影响。2021/2022/2023Q1，纺织服装行业扣非后归母净利润分别变动+142.4%/-57.4%/+1.7%，其中纺织制造板块分别变动+164.5%/-46.7%/-52.3%，服装家纺板块分别变动+126.9%/-65.8%/+39.1%。

3 月社零增速显著优于市场预期，接触型餐饮消费表现优于商品消费。23 年3 月， 国内实现社零总额3.79 万亿元，同比增长10.6%，增速环比提升7.1pct，表现显著优于 市场一致预期（根据Wind，23 年3 月社零当月同比增速预测平均值为+7.2%）。其中，除 汽车以外的消费品零售总额同比增长10.5%。按消费类型分，3 月餐饮收入同比增长26.3%， 商品零售同比增长9.1%。按经营单位所在地分，3 月城镇消费品零售额同比增长10.7%， 乡村消费品零售额同比增长10.0%。3 月国内消费市场复苏持续，接触型餐饮消费表现继 续显著优于商品零售。根据汇客云，2023 年农历春节期间（1.21-1.27 日）全国购物中 心场均日客流1.95 万人次，同比2022 年农历春节增长6.9%；“3.8 女神节”全国购物中 心场均日客流2.06 万次，同比去年同期增长15%；23Q1，全国购物中心场均日客流1.91 万人次，同比增长18%，线下客流持续恢复。