纺织服装行业周报：消费提振政策预期带动行业持续活跃

Investment Rating - The textile and apparel industry is rated as "Positive" [5] Core Viewpoints - The textile and apparel industry index rose by 4.6%, outperforming the Shanghai Composite Index and the ChiNext Index, driven by expectations of consumption stimulus policies [2][3] - The Central Economic Work Conference emphasized boosting consumption and expanding domestic demand as key tasks for the upcoming year, positively impacting the textile and apparel sector [3][18] - The report highlights a recovery in retail sales growth since September, indicating potential for further upward movement in the sector's fundamentals [3][18] Summary by Sections Market Review - The Shanghai Composite Index fell by 1.01%, and the ChiNext Index dropped by 1.4%, while the textile and apparel industry index increased by 4.6% [2][9] - Notable stock performances included Dizhu Fashion, Bi Yin Le Fen, and Mercury Home Textiles, which achieved significant gains [2][9] Industry and Company Updates - Jinbo Bio announced plans to invest up to 100 million RMB in a new industry fund [11] - Huali Group reported on the management of idle fundraising cash [11] - Ge Li Si is transferring 50% of its stake in Tang Li International Holdings for 82.5 million RMB [12] Recommended Stock Portfolio - The recommended stocks include Weixing Co., Ltd. (002003), Proya Cosmetics (603605), Shenzhou International (02313), Baoxini (002154), and Bosideng (03998) [3][13] - The previous week's performance showed slight gains for Weixing Co. and Proya, while Baoxini had a 5% increase [14]