海外需求稳定，中国及东南亚纺服出口及制造龙头接单增速稳中有升；而孟加拉内部冲突加剧纺织服装供应链不稳定性，头部品牌或将订单转移至其他东南亚地区，拥有全球产能布局及较强生产效率的头部制造企业有望获得增量订单。

Basketball is a handball sport. It is played between two teams on a court. Each team has five players. The players wear jerseys. The players of a team wear jerseys with the same design and color, representing the club or the country they are playing for. The participants of the home team wear lighter-colored apparel, and the players of visiting teams wear darker-colored ones. The vendors of the global basketball apparel market offer specialized sports apparel, including jerseys, jackets, pants, shorts, and hoodies. The players sport these collections of apparel while playing the sport.

百度搜索指数：各品牌联合品牌代言人积极营销推新，6 月特步/露露乐蒙/全棉时代/波司登热度环比提升。6 月大部分品牌搜索热度同环比回落。1）运动品牌中，特步百度指数环比大幅上升，开展购买冠军版“凯旋”配色跑鞋免单活动、“巴黎之行基金”抽奖活动，联合品牌代言人汪东城、王鹤棣进行宣传；安踏、李宁百度指数环比下降，露露乐蒙百度指数上升，正式官宣贾玲成为品牌大使；阿迪达斯百度指数环比延续下降趋势，ADIZERO 系列跑鞋携手运动员取得佳绩。2）休闲品牌中，全棉时代、波司登百度搜索 指数环比小幅上升，全棉时代旗下女性护理品牌奈丝公主推出新品，波 司登持续发力防晒衣。

复盘24H1：1/1—6/14，SW纺织服饰相对申万A股指数下跌5.2%，PE（TTM）已回落至过去5年17%低分位水平，但A股纺服基金重仓市值及比例已连续5个季度上升，关注度提升！纺织制造：危机即机遇！回溯看每一轮去库存，都是头部供应商份额上台阶契机，当下订单强度不仅取决于安全库存回补，更在于供应链份额扩大，持续性强，奠定龙头成长性回归。

据国家统计局数据显示，2023年我国食品制造业实现营收2.05万亿元，1993-2023年CAGR达到12.49%，预计2024-2029年，中国食品工业总产值将保持在6%-7%的年均增速，食品加工业具有强劲的增长潜力和广阔的市场前景。其中，智能制造方面，据蓝凌研究院调研，全球食品和饮料制造专业人士普遍对AI在质量控制、生产效率提升等方面的能力持乐观态度。高德纳咨询公司预测，到2025年，全球90%的公司将使用ChatGPT等人工智能工具，这将大幅提高生产效率。 

5 月 A 股品牌服饰板块表现好于大盘，美股服装零售公司股价整体上行。重点关注公司中，鲁泰 A、伟星股份、开润股份、太平鸟、海澜之家、特步国际增长领先。

False hair products are artificial hairpieces designed to enhance or alter one’s natural hair appearance. These products come in various forms, including hair extensions, hair wigs, and hair pieces. They are often used to add length, volume, or even different colors to the hair. False hair products can be made from synthetic fibers or natural human hair, and they offer individuals the flexibility to experiment with different hairstyles without committing to permanent changes. While these products can provide instant transformations, its essential to choose high-quality options and use them correctly to achieve a natural and seamless look.

False hair products are artificial hairpieces designed to enhance or alter one’s natural hair appearance. These products come in various forms, including hair extensions, hair wigs, and hair pieces. They are often used to add length, volume, or even different colors to the hair. False hair products can be made from synthetic fibers or natural human hair, and they offer individuals the flexibility to experiment with different hairstyles without committing to permanent changes. While these products can provide instant transformations, its essential to choose high-quality options and use them correctly to achieve a natural and seamless look.