本周沪深300、上证综指、深证成指涨跌幅分别为-0.92%、 -0.82%和-0.39%。CS 商贸零售板块涨跌幅-1.16%，SW 纺织服装 板块涨跌幅-0.03%。

本周研究总结 .................................................................................................................................................................... 1

标的推荐 ............................................................................................................................................................................ 1

一、板块行情 .................................................................................................................................................................... 4

（一）板块涨跌幅 ........................................................................................................................................... 4

（二）行业市盈率 ........................................................................................................................................... 5

二、本周主要资讯 ............................................................................................................................................................ 6

（一）本周研究总结 ....................................................................................................................................... 6

（二）行业动态 ............................................................................................................................................... 8

（三）公司公告 ............................................................................................................................................... 8

三、行业数据 .................................................................................................................................................................... 8

（一）需求端：撇除汽车扰动后8 月社零环比改善，必选消费韧性凸显 ................................................ 8

（二）价格端：食品类CPI 持续上行，内外棉价回升 ............................................................................. 10

（三）金价与汇率 ......................................................................................................................................... 12