广发证券：纺织制造板块行业集中度有望进一步提升

Core Viewpoint - The report from GF Securities suggests a positive outlook for the textile manufacturing sector, highlighting companies expected to exceed third-quarter performance, benefit from rising wool prices, and experience inventory appreciation, as well as a recovery in downstream orders [1] Group 1: Short-term Recommendations - Companies with third-quarter performance expected to exceed forecasts should be closely monitored [1] - Focus on companies benefiting from the significant increase in wool prices and inventory appreciation [1] Group 2: Mid-term Recommendations - Companies experiencing a recovery in downstream orders should be considered for investment [1] - Emphasis on companies with traditional business recovery and high growth in new consumer sectors with substantial future development potential [1] Group 3: Long-term Recommendations - Attention should be given to leading companies within the sector, as the impact of "reciprocal tariffs" on these companies is limited [1] - The industry concentration is expected to increase, supporting the long-term stable growth of leading companies [1]