公司点评报告SOOCHOW SECURITIES表1：22年公司收入J门店/毛利率按行业、品牌及渠道划分情况22年收入收入占总营收门店数门店净变动毛利率YOY(百万元)YOY比重整体2,341-0.1%100.0%92234.07%+3.13pct分行业服装2,0414.6%87.2%922-7935.92%+3.74pct印染6442.8%2.7%7.45%-16.47pct坯布13116.5%5.6%18.55%-5.40pct其他78-20.7%3.3%28.34%-2.24pct服装分品牌HOdo男装1,30055.5%922-7950.87%+12.77pct贴牌加工服装74175.8%31.7%9.70%-0.99pct服装分渠道线上5309.9%22.7%48.50%+7.42pct线下15112.8%64.5%92231.50%+2.25pct40854.0%17.4%39958.86%+2.16pct加盟30713.1%523-7225.71%-2.39pct其他79527.2%34.0%19.71%+1.02pct数据来源：公司公告，东吴证苏研究所东吴证券研究所请务必阅读正文之后的免责声明部分