中信证券:建议积极关注纺服板块中的“小而美”品牌
Mei Ri Jing Ji Xin Wen·2025-08-21 00:57

Core Viewpoint - The focus on "small but beautiful" companies in the textile and apparel sector is expected to increase in 2024, driven by previous operational pressures leading to low market attention and bottom valuations [1] Group 1: Market Dynamics - "Small but beautiful" companies have long been overlooked in the market, resulting in their valuations being at a low point [1] - These companies are actively seeking transformation through business model changes, channel innovations, and cost reduction strategies, which are showing positive operational changes [1] Group 2: Investment Recommendations - There is a suggestion to actively monitor and invest in "small but beautiful" brands within the textile and apparel sector as they may experience a revaluation due to their proactive changes [1]