Thailand’s textile industry is a major non western entity that constitutes more than 2000 garment companies and an almost equal number of textile firms most of which are located around Bangkok and eastern Thailand. The textile and apparel industry of the country plays key role in the country’s GDP and export revenue. Textile industry in the country is quite expansive in nature with a greater level of proficiency in the production, design, and sale to home textiles. It is a world renowned silk producer which also manufactures spin or twist yarn. It is also excelling in the latest trend in the textile industry of ecofriendly finishing, dyeing, and printing services which meet global standards though it has to deal with some issues.

2019H 纺织服装板块上市公司收入同比下降 1.87%，归母净利润同比下降 14.06%，增速较 2018 年上半年大幅下滑；其中，纺织板块收入和净利增速高于服装板块：纺织和服装的收入同比增速分别为 1%/-3.5%，归母净利润同比增速分别为 4%/- 22%。子行业中，电商、高端女装、户外及运动、母婴、休闲收入同比增速较快，分别为 23%/18%/18%/16%/15%。 

上周上证综指、深证成指、沪深 300 分别跌 2.47%、跌 3.36%、跌 2.11%，纺织服装板块跌 3.02%，其中纺织板块跌 2.43%、服装板块跌 3.32%。个股方面，探路者、中潜股份、奥康国际等涨幅居前，商赢环球、摩登大道、柏堡龙等跌幅居前。 

8月护肤类阿里系GMV达114.72亿元，同增57.77%；本月阿里系GMV前十中，国产品牌有七个，在数量上占主导，传统、新锐国产品牌持续登榜。

目前纺织服装行业共有 2 家公司（森马服饰、海澜之家）成为 MSCI 成分股，均为大盘股。比音勒芬纳入纳入富时罗素指数。截至 2019/9/20，北上资金共配置 31 家。

Indonesia is among the top 10 textile producing nations in the world. The country is also the twelfth-largest textile and apparel exporter, with major exporting destinations, including the United States, European Union, and the Middle East. The United States still maintained its position as top market destination for Indonesian textiles. With around 33% of the country’s textile shipments. This was followed by the Middle East (23%) and the European Union (13%).

纺服日化板块 19 年 H1 营收同增 8.12%，业绩微增 2.83%，较去年同期明显放缓。从各板块收入增长来看，体育鞋服（32.43%）>中高端服饰（13.26%）>日化（8.58%）>大众休闲（6.21%）>男装（4.96%）>家纺（3.77%）>新模式（-1.26%）>纺织制造（-1.87%）>鞋类（-2.85%）。

2014供给侧政策潮与需求侧健身潮共同驱动我国体育“黄金时代”。②健康需求致全球、我国运动鞋服行业持续高速增长。③功能性及营销需求致行业曝光和集中度较高，拥有全球服装最大品牌。④壁垒有限，二线品牌具有机会。

从行业来看，2019年8月服装类细分行业淘系销售额运动鞋服、婴童、家纺等行业同比增长，女装、男装、内衣、箱包等行业有所下滑，环比7月线上销售有所好转。分量价来看，多数细分行业销量同比下滑但降幅放缓，价格方面除女装以外，其他行业相对较明显，预计与线上消费升级、拼多多崛起导致淘宝低价订单出现分流有关。从市占率看，运动服、童装细分行业集中度同比提升，内衣、运动鞋服领域龙头效应显著，女装、男装竞争较为激烈。