纺服美妆行业周报：1－8月纺织企业利润总额同比增长14.4%

Group 1: Industry Overview - The textile industry showed a stable recovery with a total profit increase of 14.4% year-on-year from January to August, reaching 100.62 billion yuan [1][5] - The industrial added value of large-scale textile enterprises grew by 4.5% year-on-year, with total operating revenue of 3,128.46 billion yuan, also reflecting a 4.5% increase [1][5] - The production of yarn decreased by 1.4% year-on-year, while the production of fabric, clothing, and chemical fibers increased by 3.0%, 5.7%, and 10.6% respectively [1][5] Group 2: Consumer Market Performance - The retail sales of consumer goods in China from January to August reached 12,030.4 billion yuan, marking a year-on-year growth of 2.3% [1][5] - Retail sales of clothing, shoes, hats, and textile products increased by 0.3% year-on-year, while online retail sales of physical goods in the clothing category grew by 5.0% [1][5] Group 3: Export Trends - Cumulative textile and apparel exports from January to August amounted to 197.77 billion USD, reflecting a year-on-year increase of 1.1% [1][5] - In August alone, textile and apparel exports reached 27.95 billion USD, showing a year-on-year growth of 1.0% [1][5] Group 4: Market Review - The textile and apparel sector index fell by 6.44% in the week from October 8 to October 11, underperforming the broader market, which saw the CSI 300 index decline by 3.25% [6][9] - The beauty and personal care sector index dropped by 8.00% during the same period, also underperforming the CSI 300 index [6][9] Group 5: Key Companies and Recommendations - The report suggests continued attention to leading companies in the beauty sector such as Proya, Juzhibio, and Shangmei [1]