纺织服装行业周报：板块延续强势，行业白马企稳回升

Investment Rating - The industry investment rating is "Positive (Maintain)" [1] Core Viewpoints - The textile and apparel industry index (CITIC) rose by 1.91%, performing between the Shanghai Composite Index and the ChiNext Index, with textile manufacturing up by 1.39% and branded apparel up by 2.38% [4][9] - The retail sales growth rate has stabilized since September, and with domestic policies focusing on boosting internal demand, the fundamentals of leading consumer sectors are expected to gradually improve [5][19] - Companies such as Lululemon reported a 9% year-on-year increase in global net revenue to $2.4 billion, with international business revenue growing by 33% [14] Summary by Sections Market Performance - The Shanghai Composite Index increased by 1.44%, and the ChiNext Index rose by 1.94% [4][9] - The textile and apparel sector showed a strong performance, with notable gains in individual stocks like Happy Bird, Semir Apparel, and Li Ning [4][9] Company Updates - Aimeike's subsidiary received approval for clinical trials of a new drug, indicating potential growth in the cosmetics sector [13] - Lululemon's international revenue growth highlights the strength of global brands in the apparel market [14] - Desso Fashion signed a contract for a private equity fund, indicating strategic financial maneuvers [12] Investment Recommendations - Recommended stocks include Weixing Co. (buy), Proya (buy), Shenzhou International (buy), Happy Bird (buy), and Bosideng (buy) [5][19] - The report emphasizes the potential for recovery in consumer sectors, particularly in brands with strong domestic demand and global competitiveness [5][19]