广发证券:纺织制造板块行业集中度有望进一步提升

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金十数据10月28日讯,广发证券研报称,在上游纺织制造板块中,短期建议关注三季度业绩有望超预期的公司,中期建议关注受益羊毛价格大涨,库存升值,且下游订单回暖的公司,长期建议关注板块内龙头公司,“对等关税”对龙头公司影响有限,行业集中度有望进一步提升,看好其长期业绩有望保持稳健增长。下游服装家纺板块,首先,建议关注三季度业绩有望超预期的家纺龙头等,其次,建议关注传统主业回暖,新消费业务高增长且未来发展空间大的公司。

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