纺织服装板块走高 华斯股份、锦泓集团等涨停

Group 1 - The central economic work conference emphasizes expanding domestic demand and boosting consumption as key policy focuses for 2025, with actions to enhance consumer spending and investment returns [1] - The government plans to implement special actions to stimulate consumption, support new policies, and strengthen the coordination between fiscal and financial measures [1] - There is a focus on increasing income for middle and low-income groups, raising pensions for retirees, and enhancing basic pensions and medical insurance subsidies for urban and rural residents [1] Group 2 - The policy support is expected to benefit three major sectors: the domestic sports industry, men's apparel, and home textiles [1] - The sports apparel sector is anticipated to grow due to increased health consciousness and the rise of outdoor activities, benefiting leading companies in the sports apparel market [1] - The men's apparel sector is characterized by relatively inelastic demand, showing resilience and improvement under supportive policies [1] - Home textile subsidies are ongoing, with the potential for increased consumer awareness and sales as policies are promoted [1] Group 3 - The textile and apparel sector saw significant stock price increases, with companies like Huasi Co., Jin Hong Group, and Anzheng Fashion reaching their daily limits [2] - The apparel industry has historically experienced lower consumption growth compared to overall retail, with fluctuations in retail growth being more pronounced during economic downturns [3] - Looking ahead to 2025, the ongoing government policies are expected to create a turning point for domestic consumption, potentially stabilizing the volatility in apparel retail [3]