纺织服装行业周报：老铺黄金发布2024年正面盈利预告，预计净利润实现14.0-15.0亿元

Investment Rating - The textile and apparel industry maintains a rating of "Synchronize with the market - A" [1] Core Insights - The report highlights that Laopu Gold has released a positive profit forecast for 2024, expecting a net profit of 1.4-1.5 billion yuan, representing a year-on-year growth of 236%-260% [2][13] - The growth in net profit is attributed to the expansion of brand influence, significant revenue growth from existing stores, continuous product optimization, and an increase in the number of stores [2][3][10] Summary by Sections 1. Market Performance - The textile and apparel sector has underperformed the market, with a decline of 0.91% compared to a 1% increase in the CSI 300 index [7][15] - The textile manufacturing sub-sector decreased by 0.14%, while the apparel and home textile sub-sector fell by 1.65% [15] 2. Company Performance - Laopu Gold's same-store revenue increased by 104.2%, and online channel revenue grew by 138.9%, accounting for 11.1% of total revenue [2][13] - The company has created over 1,800 original designs and holds numerous patents, contributing to its competitive edge [3][14] 3. Industry Dynamics - Nike has launched a new women's brand, NikeSKIMS, in collaboration with SKIMS, aiming to innovate in the fitness and sportswear sector [5][42] - Moncler Group reported a 4% increase in total revenue for the fiscal year 2024, with a strong performance in the Asia-Pacific region [6][46] 4. Investment Recommendations - The report suggests focusing on three investment themes within the textile manufacturing sector, including companies with reduced inventory pressure and strong sales outlooks [10] - Recommendations include Laopu Gold for its significant profit growth potential and other companies like Yuyuan Group and Shenzhou International for their stable order recovery [10]