Core Viewpoint - The sportswear sector is experiencing a collective rise in stock prices, driven by improved export conditions and positive market sentiment towards key players in the industry [1] Group 1: Stock Performance - Yue Yuen Industrial Holdings (00551) increased by 4.46%, reaching HKD 17.35 [1] - Li Ning (02331) rose by 4.58%, trading at HKD 18.49 [1] - 361 Degrees (01361) saw a 3.07% increase, priced at HKD 6.05 [1] - Xtep International (01368) gained 2.98%, with a share price of HKD 5.53 [1] Group 2: Market Analysis - Shenwan Hongyuan reported that the optimization of China-US tariff policies has led to a month-on-month improvement in textile and apparel exports in November, boosting the overall export chain's performance [1] - Recent revenue tracking for November shows that Feng Tai, Yue Yuen (footwear business), and Ju Yang experienced year-on-year revenue changes of -11.8%, -2.4%, and +0.5% respectively, with Yue Yuen and Ju Yang showing month-on-month improvements [1] - The report highlights ongoing optimism regarding the recovery of the Nike supply chain, presenting opportunities in the sports manufacturing sector [1] Group 3: Investment Recommendations - Guosheng Securities emphasizes the importance of focusing on high-quality stocks with stable growth or reversal potential in the branded apparel sector [1] - The report recommends Tmall, a Nike retailer in Greater China, as a key player with reversal potential [1] - It also highlights the resilience of the sports footwear and apparel sector amid market volatility, recommending quality stocks such as Anta Sports and Li Ning for long-term growth [1]