【券商聚焦】广发证券:上游纺织制造板块26年业绩展望乐观 低估值、高股息率下存在配置价值

金吾财讯
May 07

金吾财讯 | 广发证券研究指,纺织服装行业的上游纺织制造板块方面,建议关注涨价链相关标的。此外,2026年业绩展望乐观,低估值,高股息率下存在配置价值。中东地缘政治态势趋稳,预计市场对制造业供应链挑战的担忧有望改善。下游服装家纺板块方面,建议关注受益睡眠经济,行业景气度高的纺行业龙头公司。此外,有望借助洛杉矶奥运周期,实现品牌和业绩势能向上。同时建议关注传统主业回暖,新消费业务高增长且未来发展空间大的公司。奢侈品消费呈现回暖趋势,拥有海外奢侈品牌或者轻奢品牌资源的龙头公司同样有望受益于本轮趋势。

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