Textile Enterprises Have Basically Completed Their Rework, And Can Focus On Three Main Investment Opportunities.

Everbright Securities pointed out that according to the China Textile union survey, the textile industry enterprises have basically completed the resumption of work, but the global spread of the epidemic has led to a worsening of enterprise orders. In the short term, the performance of downstream brand clothing and upstream textile manufacturing companies are under pressure from the domestic and international epidemic situation. At present, domestic epidemic prevention and control is beginning to show results, and the resumption of enterprises and the repair of passenger flow in stores are gradually being carried out. However, the epidemic situation abroad has not yet seen obvious containment, and is cautious about overseas demand and export of textile products.

The following opportunities can be paid attention to: 1) the market has a high degree of concern about the concept stocks of protective products, especially the export related demand is expected to increase in the context of the global epidemic. 2) online sales are relatively less affected by the epidemic, concerned about the Saturday (002291) of the direct broadcast trademark (the acquisition of the distant network), the higher proportion of online revenue (300577), the Antarctic electricity supplier (002127), and the Taobao special issue. 3) pay close attention to the investment opportunities brought about by the recovery of domestic consumption after the mitigation of the domestic epidemic situation and the improvement of the quality of the company's performance, including Anta sports, Lining, the leading company under the online and offline layout, Hai Lan's home (600398), Semir apparel (002563) and so on.