Workflow
关税预期缓和
icon
Search documents
纺服、零售周报:制造端有望企稳回升,关注618大促催化(2025.12.19)
Tai Ping Yang· 2025-05-12 13:30
2025 年 05 月 12 日 行业周报 看好/维持 纺织服装 纺织服装 纺服&零售周报:制造端有望企稳回升,关注 618 大促催化(2025. 5.5-5.11) ◼ 走势比较 (30%) (20%) (10%) 0% 10% 20% 24/5/13 24/7/24 24/10/4 24/12/15 25/2/25 25/5/8 纺织服装 沪深300 相关研究报告 <<纺服&零售周报:美护品牌 Q1 表现 亮眼,个护景气度向上(2025.4. 28- 5.4)>>--2025-05-06 <<稳健医疗 24 年报及 25Q1 财报点 评:消费品业务加速成长,核心品类 增速亮眼>>--2025-04-29 <<健盛集团 24 年财报点评:业绩符 合预期,期待无缝利润弹性释放>>-- 2025-04-28 证券分析师:郭彬 电话: E-MAIL:guobin@tpyzq.com 分析师登记编号:S1190519090001 报告摘要 本周核心观点:1)关税预期缓和:根据商务部新闻发布,5 月 10 日 上午中美经贸高层会谈在瑞士日内瓦开始举行,中共中央政治局委员、国 务院副总理何立峰作为中美经贸中方牵头人。5 ...
纺服、零售周报:制造端有望企稳回升,关注618大促催化(2025.12.19)-20250512
2025 年 05 月 12 日 行业周报 看好/维持 纺织服装 纺织服装 纺服&零售周报:制造端有望企稳回升,关注 618 大促催化(2025. 5.5-5.11) ◼ 走势比较 (30%) (20%) (10%) 0% 10% 20% 24/5/13 24/7/24 24/10/4 24/12/15 25/2/25 25/5/8 纺织服装 沪深300 相关研究报告 <<纺服&零售周报:美护品牌 Q1 表现 亮眼,个护景气度向上(2025.4. 28- 5.4)>>--2025-05-06 <<稳健医疗 24 年报及 25Q1 财报点 评:消费品业务加速成长,核心品类 增速亮眼>>--2025-04-29 <<健盛集团 24 年财报点评:业绩符 合预期,期待无缝利润弹性释放>>-- 2025-04-28 证券分析师:郭彬 电话: E-MAIL:guobin@tpyzq.com 分析师登记编号:S1190519090001 报告摘要 本周核心观点:1)关税预期缓和:根据商务部新闻发布,5 月 10 日 上午中美经贸高层会谈在瑞士日内瓦开始举行,中共中央政治局委员、国 务院副总理何立峰作为中美经贸中方牵头人。5 ...
贸易战美方罕见“服软”?5月7日,凌晨的三大重要消息持续发酵!
Sou Hu Cai Jing· 2025-05-07 16:42
Group 1 - The trade negotiations between China and the United States are ongoing, with China asserting that it will not accept any vague attitudes or preconditions from the U.S. [1] - China emphasizes the mutual benefits of trade but insists on not being coerced into accepting unequal terms imposed by the U.S. [1] Group 2 - The A-share market has shown strong performance, with the ChiNext index rising by 2%, indicating a focus on technology and small-cap stocks [3] - The continuation of the market rally depends on trading volume; sustained volume is necessary for the market to rise further [3] - Key resistance levels are identified at the 60-day and half-year moving averages, with a target of 3326 points [3] Group 3 - A significant trading volume of 1.36 trillion yuan was recorded, an increase of 170 billion yuan from the previous day, with nearly 5000 stocks rising [5] - The positive market conditions are attributed to the appreciation of the yuan and easing tariff expectations, leading to a favorable outlook for May [5] - The market is expected to remain strong, with a focus on maintaining upward trends in stock prices [5] Group 4 - The A-share market opened positively in May, with the Shanghai Composite Index rising over 1% and returning to the 3300-point level, with nearly 5000 stocks in the green [7] - The market sentiment is optimistic, with expectations of more favorable conditions ahead, as previous negative factors have been addressed [7] - A gradual upward trend is preferred over rapid increases, as there are still significant resistance levels to overcome [7]
5月港股开门红!新经济ETF、中概互联ETF、港股互联网ETF、恒生互联网ETF涨超3%
Ge Long Hui· 2025-05-06 05:48
Market Performance - The Hong Kong stock market continues to rise following a strong performance on May 2, with multiple ETFs tracking the Hong Kong market showing significant gains [1] - Several ETFs, including the Silverhua New Economy ETF and the GF China Concept Internet ETF, saw increases of over 3% [1] ETF Performance - The New Economy ETF increased by 4.25% year-to-date, while the China Concept Internet ETF rose by 3.82% [2] - The Hong Kong Consumption ETF recorded a year-to-date increase of 19.56%, indicating strong performance in the consumption sector [2] Economic Indicators - Market sentiment is expected to improve due to easing tariff expectations and the release of annual and quarterly earnings reports [6] - The manufacturing PMI for April was below expectations, but the impact on Hong Kong stocks is limited due to low dependency on export chains [6] Profitability and Growth - The overall profitability of Hong Kong stocks is projected to rise in 2024, with net profit growth expected to be 9.8% for the full year [6][8] - The return on equity (ROE) for Hong Kong stocks is anticipated to slightly increase to 7.0% in 2024, driven by improved asset turnover [7] Sector Analysis - The information technology, financial, and healthcare sectors are expected to show the most significant profitability improvements in 2024 [7][8] - Consumer staples and certain discretionary sectors are experiencing a marginal decline in profit growth, particularly in food retail and household goods [7]