Textile And Clothing: Consumption Stabilizes In March And Concerns Over Expected Stocks.
With the easing of trade wars between China and the United States, the increase in the stock market's income, and the introduction of a series of policies to encourage consumption, such as the introduction of a vat reduction, the retail terminal in March showed a steady upward trend in 1-2 months, and the sales of department stores, supermarkets and clothing companies continued to improve. The two quarter is expected to maintain a recovery trend.
Focus on Q1's anticipation of bivin, Anta sports, and Semir clothing (002563), aviation shares (600987), starting stocks and di Su fashion, which are expected to exceed expectations.
In addition, home textile continues to be optimistic about the first tier brand, the market share pattern is stable, the design and research capabilities are outstanding, the scale effect is strong, and it is in line with the upgrading trend of domestic textile demand. It recommends mercury home textiles, Luo Lai life and fuanna (002327).
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