智通财经网·2025-04-14 01:46Group 1 - The latest research from Yale University estimates that U.S. tariff policies will result in an average annual loss of $4,700 for American households, with significant impacts on clothing prices, which are expected to rise by 64% in the short term and 27% in the long term [1] - Currently, only 2.5% of clothing and 1% of footwear in the U.S. is domestically manufactured, with Vietnam being a major source of imports for clothing and footwear [1] - The U.S. is the largest market for Vietnam's textile and apparel exports, which are projected to reach $44 billion in 2024, with major brands like Nike and Lululemon having over 35% of their production capacity in Vietnam [1] Group 2 - According to a report from Galaxy Securities, domestic textile companies are shifting from capacity growth to high-quality growth, focusing on high-value customers and mid-to-high-end products, which allows for some price adjustment flexibility [2] - The international capacity layout advantages of textile companies are becoming more evident, and the industry is expected to see a consolidation as smaller companies struggle to absorb tariff costs, leading to orders concentrating among leading firms with overseas layouts [2] - Domestic textile manufacturing leaders are focusing on overseas markets with lower exposure to U.S. exports and strong customer ties, which provides resilience amid industry fluctuations [2] Group 3 - Listed companies in the apparel sector on the Hong Kong Stock Exchange include brand companies such as Toppan (06110), Samsonite (01910), Anta Sports (02020), Li Ning (02331), Xtep International (01368), and Bosideng (03998), as well as manufacturing companies like Jiu Xing Holdings (01836), Shenzhou International (02313), and Yue Yuen Industrial (00551) [3]