纺织服装1月投资策略:12月越南纺织出口同比增速转正 羊毛价格持续上涨

国信证券
Jan 14

行情回顾:12 月A 股纺服板块走势弱于大盘,其中纺织制造表现优于品牌服饰。1 月以来板块走势强于大盘,纺织制造表现优于品牌服饰,1 月以来分别+5.1%/+4.5%;港股纺服指数12 月下降5.5%弱于大盘,1 月以来由跌转涨。重点关注公司中1 月以来涨幅领先的包括:安德玛(12.5%)/新澳股份(11.9%)/歌力思(11.0%)/威富公司(9.0%)/百隆东方(8.5%)/裕元集团(7.0%...

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