国泰君安：纺服设备需求持续向好 出海有望加速

Group 1 - The textile industry is gradually shifting towards Southeast Asia and South Asia due to labor cost factors [1] - The demand for apparel consumption in overseas markets, such as the United States, is improving, leading to sustained high growth in clothing exports from regions like Vietnam [1] - The industrial sewing machine industry is experiencing an upward cycle, with improving export demand in South Asia and Southeast Asia, indicating a positive outlook for textile machinery demand [1]