【中信证券:纺服板块有望迎来修复性机会 把握六条主线】中信证券研报表示,纺服板块有望在2025年迎来修复性机会,建议积极把握以下六大主线与重点公司:①零售新业态变革;②品牌势能进入向上周期;③消费环境复苏带动经营修复;④核心优势稳固,同时股息率具备吸引力;⑤户外代工行业库存去化进入尾声,订单业绩有望确定性修复;⑥可再生需求、人形机器人灵巧手、消费电子&汽车带动下,受益行业渗透初期优质供需格局。

金融界
07 Mar
中信证券研报表示,纺服板块有望在2025年迎来修复性机会,建议积极把握以下六大主线与重点公司:①零售新业态变革;②品牌势能进入向上周期;③消费环境复苏带动经营修复;④核心优势稳固,同时股息率具备吸引力;⑤户外代工行业库存去化进入尾声,订单业绩有望确定性修复;⑥可再生需求、人形机器人灵巧手、消费电子&汽车带动下,受益行业渗透初期优质供需格局。

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