Textile And Apparel: Overweight Rating &Nbsp; Focus On 3 Shares.
Rating: Overweight
Rating agency: Guotai Junan
India's cotton policy has little effect on cotton prices, and cotton price is still in the cotton market this year.
Low level oscillation
。
The key factor to determine the next trend of the industry is the export situation. Although the overall growth rate of export data textile clothing fell in January from January, the main reason for the decline is the poor export data of clothing.
Spin
There has been a marked improvement.
The growth rate in 1-2 months was at a low level since 1997, and had to be in 2008.
From last week to
Listed company
The summary of the performance report shows that the impact of the current crisis is obviously better than that of 2008. Therefore, the export market is improving or the textile market is still sustainable.
Clothing: consumption data continued to decline in February, and industry risks were further released. It continued to recommend that valuations be advantageous and that they should be in the fast growing period (002503).
Pathfinder (300005)
And home textiles (002293).
News error correction: 022-23601782-8045
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