核心观点:行情回顾:上周沪深300 指数下跌0.14%,创业板指数下跌1.15%,纺织服装行业指数(中信)下跌3.34%,表现弱于沪深300 和创业板指数,其中纺织制造板块(中信)下跌2.52%,品牌服饰板块(中信)下跌4.05%。我们覆盖的个股中伟星股份、周大生和波司登等取得了较高收益。行业与公司重要信息:(1)新澳股份:全资子公司邓肯有限公司拟通过增资扩股方式引入投资者 BARRIE 。(2)...
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