纺织服饰与轻工制造行业:纺织服装与轻工行业数据月报

广发证券股份有...
11 Jun

核心观点:纺织服装行业周观点。下游服装家纺板块建议关注,首先,传统服装主业保持稳健,新消费业务(IP 授权业务及高端工艺品业务)高增长,市场预期差大,估值处于历史区间下沿的锦泓集团,其次,受益房地产企稳,叠加部分地区将家纺产品纳入补贴名录,线上电商平台也有相应补贴政策的家纺龙头公司水星家纺、富安娜等,再次,2024 年业绩具备韧性,未来有望领跑板块的稳健医疗、森马服饰、报喜鸟、比音勒芬、港股...

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