纺织服装行业周报：市场反弹下推荐低估值红利与业绩更具韧性的品牌龙头

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The market has shown a rebound, with the textile and apparel industry index rising by 1%, indicating a positive trend in the sector. The performance is driven by small-cap stocks and low-valuation high-dividend blue-chip stocks [3][9] - The report anticipates that the consumer discretionary sector will remain active, influenced by policy expectations and thematic concepts. The domestic policies focusing on boosting internal demand, particularly the recent launch of the old-for-new consumption policy, are expected to gradually improve the fundamentals of leading consumer stocks [3][19] - The report highlights a preference for export manufacturing leaders with global competitiveness, such as Weixing Co., Ltd. (002003, Buy), Shenzhou International (02313, Buy), and Huali Group (300979, Buy). It also emphasizes domestic brands with resilient fundamentals and attractive valuations, recommending Bosideng (03998, Buy) and Anta Sports (02020, Buy) [3][19][21] Summary by Sections Market Review - The Shanghai Composite Index rose by 0.54%, and the ChiNext Index increased by 2.64%. The textile and apparel industry index (CITIC) increased by 1%, with the textile manufacturing sector up by 0.49% and the brand apparel sector up by 1.44% [9][19] - Notable individual stock performances included Haierland (10.7% increase), Anta Sports (4.4% increase), and Poray (3.9% increase) [10] Investment Recommendations and Targets - The report suggests a combination of stocks for investment, including Weixing Co., Ltd. (002003, Buy), Poray (603605, Buy), Shenzhou International (02313, Buy), and Haierland (600398, Buy). The previous week's performance for these stocks showed increases of 1%, 4%, 1%, and 11%, respectively [17][18] - In a declining market risk appetite, dividend stocks such as Semir Apparel (002563, Buy) and Haierland (600398, Buy) are considered worthy of attention as foundational investments [21]