小而美品牌
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中信证券:建议积极关注纺服板块中“小而美”品牌
Zheng Quan Shi Bao Wang· 2025-08-21 01:07
人民财讯8月21日电,中信证券研报称,2024年以来,纺服板块部分"小而美"公司关注度持续提升。一 方面受此前经营压力影响,此类公司长期缺乏市场关注度,估值处于底部位置;另一方面,此类公司在 经营底部积极求变,通过业务转型、渠道变革、降本增效等手段展现出积极经营变化,进而带动公司整 体估值重估。建议积极关注纺服板块中的"小而美"品牌。 ...
中信证券:建议积极关注纺服板块中的“小而美”品牌
Mei Ri Jing Ji Xin Wen· 2025-08-21 00:57
Core Viewpoint - The focus on "small but beautiful" companies in the textile and apparel sector is expected to increase in 2024, driven by previous operational pressures leading to low market attention and bottom valuations [1] Group 1: Market Dynamics - "Small but beautiful" companies have long been overlooked in the market, resulting in their valuations being at a low point [1] - These companies are actively seeking transformation through business model changes, channel innovations, and cost reduction strategies, which are showing positive operational changes [1] Group 2: Investment Recommendations - There is a suggestion to actively monitor and invest in "small but beautiful" brands within the textile and apparel sector as they may experience a revaluation due to their proactive changes [1]