纺织服装行业周报：板块表现亮眼，行业基本面有望逐步回暖

Investment Rating - The industry investment rating is "Positive (Maintain)" [2] Core Viewpoints - The textile and apparel industry index (CITIC) rose by 8.11%, outperforming the CSI 300 and ChiNext indices, with notable gains in textile manufacturing (7.97%) and branded apparel (8.24%) [4][9] - The report highlights strong performance from companies such as Baoshijie, Luolai Life, and Chaohongji, which achieved significant returns [4] - The report indicates that the domestic policy focus on boosting internal demand is expected to gradually improve the fundamentals of the industry [5] Summary by Sections Market Performance - The CSI 300 index increased by 1.22%, and the ChiNext index rose by 2.23% [4][9] - The textile and apparel sector showed the highest growth among industries, with significant contributions from both small and mid-cap stocks as well as leading companies in home textiles and branded apparel [5] Company Updates - Bosideng reported a revenue of 8.804 billion yuan for the six months ending September 30, 2024, a year-on-year increase of 17.8%, with a net profit of 1.13 billion yuan, up 23.0% [4][13] - Anta Sports announced plans to repurchase a 1 billion euro zero-coupon convertible bond maturing in 2025 and to issue a 15 million euro zero-coupon convertible bond maturing in 2029 [4][12] Investment Recommendations - Recommended stocks include Weixing Co. (002003, Buy), Proya (603605, Buy), Shenzhou International (02313, Buy), and Bosideng (03998, Buy) [5][19] - The report suggests that the fundamentals of leading companies in the consumer sector are expected to gradually improve, with a focus on those with global competitiveness and established production capacity [5][21]