纺织服装行业周报：行业指数逆势上涨，静待政策释放后内需的改善

Industry Investment Rating - The report maintains a "Positive" rating for the textile and apparel industry [6] Core Views - The textile and apparel industry index (CITIC) rose by 0.51% last week, outperforming the CSI 300 and ChiNext indices, which fell by 2.6% and 3.03% respectively [3][10] - The textile manufacturing sector (CITIC) increased by 1.15%, while the branded apparel sector (CITIC) declined by 0.03% [3][10] - Key stocks such as Shenzhou International, Mercury Home Textile, and Huali Group achieved significant gains [3][10] Industry and Company Updates - Jinbo Biotech announced the completion of a phase of clinical trials for its EK1 aerosol for treating COVID-19, showing positive results [3][13] - Peacebird approved the liquidation of several subsidiaries and invested approximately 600 million yuan in a fashion R&D center project [3][12] - Huali Group announced the redemption of idle funds and continued cash management, with expected annualized returns of 0.2%-2.55% [14] Recommended Portfolio - This week's recommended portfolio includes Weixing Shares (002003, Buy), Proya (603605, Buy), Shenzhou International (02313, Buy), and Bosideng (03998, Buy) [3][19] - Last week's portfolio performance: Weixing Shares +2%, Proya -4%, Shenzhou International +9%, and Bosideng +4% [3][19] Investment Recommendations - The textile and apparel industry outperformed the CSI 300 and ChiNext indices, with active performance in e-commerce, home textiles, and export manufacturing sectors [4][20] - Export manufacturing leaders with global competitiveness, such as Weixing Shares (002003, Buy), Shenzhou International (02313, Buy), and Huali Group (300979, Buy), are favored for long-term growth [4][20] - In the domestic demand sector, sportswear and functional apparel leaders like Bosideng (03998, Buy) and Anta Sports (02020, Buy) are recommended due to their resilience and attractive valuations [4][20] - Cosmetics and medical beauty leaders, such as Proya (603605, Buy), Giant Biogene (02367, Buy), and Aimeike (300896, Buy), are seen as potential opportunities if market conditions improve [4][20] - Dividend stocks like Semir (002563, Buy) and Hla Group (600398, Buy) are considered stable holdings, while gold jewelry leaders face challenges due to high gold price volatility [4][20]